Legacy Day With GEN – What are the financial planning preparation needed before doing a will? (27 & 30 May 2023)
May 30 @ 8:00 pm - 9:15 pm
Exclusive Client Event: Legacy Day With GEN – What are the financial planning preparation needed before doing a will?
27 & 30 May 2023
GEN Office & ZOOM
Time to start doing your Wills or update your instructions? Attend this program to help you get ready before making the appointment with a lawyer or will writer to save you time and frustration that comes with being unprepared when you sit down with a Will writing professional.
The program will cover the following topics:
What is a Will?
Where does a Will fit in with your financial plan?
What are the financial planning preparation needed before seeing a lawyer or will writer?
Practical Tips and Considerations from a Financial Planner
Using the GEN Preparation Checklist For Will Writing
All participants will be eligible for a $50 discount voucher for a Personal Will with our Will writing partner Simply Wills.
Choose between In-Person Workshop or Webinar below:
27 May In-Person Workshop Details:
Date: 27 May 2023 (Saturday)
Time: 10 am to 11:30 am
Location: GEN Office
Exclusive and complimentary event for existing clients of GEN. Please contact your GEN Planner to register your interest in the workshop.
30 May Webinar Details:
Date: 30 May 2023 (Tuesday)
Time: 8 pm to 9:15 pm
Exclusive and complimentary event for existing clients of GEN.
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