Estate Planning Week for Accountants
8 - 12 November, 1-2pm AEDT Daily
5 hours of CPD that actually matters
Get the confidence to advise with the secrets of estate planning
Build your clients legacy
Celebrate your clients accomplishments with "bloodline" estate planning
Build your toolkit
Take Estate Planning back with tools, tactics and templates to reduce practice risk and give clients what they want
Catch up on the foundation content from Day 1 - but remember to listen in each day at 1:00pm AEDT - our webinar recordings are exclusive to members!
Unbeatable Speakers.
Industry leaders to inspire, challenge and inform you.
David Boyar
CEO
ChangeGPS
Timothy Munro
Founder
ChangeGPS
Grant Abbott
Founder
Lightyear Docs
Ashleigh Jaremyn
Executive Director
Lightyear Docs
Frank LaSpada
Head of Training
Seamless SMSF
Tarryn Holman
National Sales & Marketing Manager
Seamless SMSF
Bruce Coombes
Managing Director
QuickFee
Warren Renden
Head of CAS 360
BGL
Create more value for your clients.
...and help them see that value, crystal clear.
Learn what you can advise on
No Accountant's Exemption? No worries. See how you can still help clients achieve their goals.
Answers to common objections
It's exactly these times that clients need most to lean on you - do you want to be the rock who is already offering Estate Planning?
New revenue streams
Replace bad revenue you can't make margin off with good revenue.
Estate Planning Week
8 - 12 November
Online daily from 1:00-2:00pm
Register for 5 hours of free CPD.
Day 1: Giving the Power Back to Accountants!
In this session, you'll find out how to:
- Get paid for work that you are already doing
- Play your part in the trillion-dollar generational wealth transfer over the next twenty years
- Offer estate planning as an extension of asset protection
- Ensure compliance within the legal requirements of your role
We’ll offer a full Q&A session to ensure that we answer every question to give you the confidence to offer this service.
Day 2: Secrets to Estate Planning - From an Accountant's Perspective
In this session, you'll find out:
- The big estate planning concept that lawyers push but is not in your clients’ best interest
- How to eliminate the possibility of a family provision claim (a challenge to a will)
- How to keep your clients’ wealth in their family “bloodline”
- 5 Principles to traditional estate planning
Bonus Content from Seamless SMSF: The top 5 things uncovered through audits.
Day 3: The 11 Key Asset Protection and Estate Planning Documents Accountant's Need to Use
In this session, you'll find out:
- How to implement the leading member approach
- Rules from the grave - The solution for will challenges and rock solid succession to give your clients certainty
- The Business Structure, SMSF and Estate Planning documents to provide the foundation for your services
Bonus Content from QuickFee: How to finally access the same funding options as top tier firms.
Day 4: Revealed - The Asset Protection Strategies Used by the Big Firms
In this session, you'll find out how to:
- Establish a vault for your client wealth
- Protect clients' home equity without incurring CGT or Stamp Duty
- Offer Working Capital Protection with PPSR Security
- Protect business assets and trademarks
Bonus Content from BGL: Director's Identification Number updates now in BGL CAS.
Day 5: How YOU can Own This Space - The Complete Service Model for your Practice
In this session, we will show you:
- What your team needs to know and their roles
- How to have the conversation with your clients' to demonstrate the value and urgency in having secure Estate Planning protection in place
- How to price for these services - you should make as much as the big firms
- How to get full legal protection and prepare documents with Lightyear Docs
- Why doing this for yourself first will give you the confidence to roll this out to your clients
Bonus Content from ChangeGPS: Estate Planning System VIP Access
Proudly Supported By
Bring your team.
CPD is best served in a group. Invite along your team and give them the confidence to have the important conversations with their clients.