We are delighted to have our business and planners profiled in Professional Planner Magazine.
How do you know whether to invest into a trust or superannuation? Is it better to pay off some loans or invest that inheritance? How will you ensure you have enough when you retire? Will your assets be protected if you die?
Topics: financial plan
Event invitation: "Strategic Insurance to Protect Your Wealth"
Please join us for a free information session to hear the latest insurance best practices and to find out how you can protect your wealth and avoid insurance pitfalls.
- Find out if you are really covered
- Learn tricks for navigating the claims process
- Understand how to customise an affordable package of insurance to meet your specific situation
Time, date and location
- 5:30pm for 6:00pm start
- Wednesday 16 March
- Level 4, 97 Creek Street, Brisbane
- Event includes canapés and light refreshments and will close at 7:30pm
Closest parking station (online booking available): http://www.secureparking.com.au/car-parks/australia/qld/brisbane/post-office-square
Numbers are limited. Please RSVP by email to email@example.com or phone 07 3002 2690 no later than 9 March to secure your place.
Download your FREE ebook from Lantern Advisory
"Strategic Insurance to Protect Your Wealth -
Best Practices and Avoiding Pitfalls"