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Legacy Day With GEN – What are the financial planning preparation needed before doing a will?

DATE :
27 Apr 2024

TIME :
10 am – 11 am

VENUE :
GEN Office

COST :
Complimentary

About:

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.

27 Apr In-Person Workshop Details:

Date: 27 Apr 2024 (Saturday)
Time: 10 am to 11 am
Location: GEN Office

Limited to 20 participants.

Please fill up the form below to register your interest in the workshop.

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