Registrations have closed.
Protecting Wealth and Securing Your Family’s Future
2587 2587 people viewed this event.
Join Coleman Greig Lawyers and Virtue & Partners for a joint seminar on the foundations of a strong estate and financial plan.
This complimentary session will provide clear strategies to help you preserve wealth, secure your family’s future, and plan effectively for retirement.
Topics to be covered include:
- Wills incorporating Testamentary Discretionary Trusts
- Contractual Will Agreements
- Powers of Attorney
- Guardianships
- The ‘Bank of Mum and Dad’
- Pre- and post-retirement financial planning
- Economic outlook
Panel of experts:
- Tony Brooks, Principal Lawyer, Property Services, Coleman Greig Lawyers
- Erin Dawson, Principal Lawyer, Wills & Estates, Coleman Greig Lawyers
- Dr Anthony Virtue, Managing Director, Virtue & Partners
With offices in Western Sydney, the Sydney CBD and now Manly, Coleman Greig Lawyers is proud to support clients across Greater Sydney.
Places are limited, so book early to avoid disappointment.
The Presenters
Erin Dawson
Erin Dawson is a Special Counsel and team leader of Coleman Greig’s Wills & Estate Planning team. Erin is an Accredited Specialist in Wills and Estates Law and specialises in estate planning, estate administration and estate litigation.
Dr. Anthony Virtue
Dr Anthony Virtue is a Managing Director of Virtue & Partners. He has been advising clients for more than 30 years and is a Certified Financial Planner.
Tony Brooks
Tony Brooks is a member of Coleman Greig’s Commercial Law Team. Tony has extensive experience acting for large property owners and working with company directors on a range of governance issues.
