3 Steps to Your Estate & Succession Master Plan
Estate & Succession Planning Seminar
How to reduce conflict, eliminate procrastination and get your succession plan started, by opening up communication within your family, in just 3 simple steps. (Even if you have no idea what to do, who to talk to, or where to start!)
St George
Monday 15 Aug
12PM - 2PM
THE AUSTRALIAN HOTEL
Including a light lunch
Cunnamulla
Tuesday 16 Aug
12PM - 2PM
SHIRE HALL FACILITY
Including a light lunch
Thargomindah
Wednesday 17 Aug
9AM - 11AM
THE INFORMATION CENTRE
Including a light breakfast
Quilpie
Wednesday 17 Aug
4PM - 6PM
QUILPIE SHIRE HALL, SUPPER ROOM
Including a light meal
Roma
Thursday 18 Aug
12PM - 2PM
BEST WESTERN BUNGIL CREEK MOTEL
Including a light lunch
About this Seminar
Starting the conversation around a successful succession solution which actually works, is a major problem for rural business owners countrywide. This seminar will discuss and provide you with solutions for:
Communication strategies – Gain real, actionable communication tips you can use to start the conversation, resolve conflict, and create stronger, positive family dynamics.
Legal knowledge – Gain insights about important topics, such as: proper due diligence, wills, trustee succession, family trust deeds, superannuation nominations and structuring assets to ensure the best possible future outcomes.
Financial planning strategies – Discover financial strategies to protect your wealth and create wealth silos.
Your Seminar Presenters
Presented by Mark Westcott and Peter McVeigh, with a combined 70+ years of experience in Estate Planning, you will walk away from this seminar with effective strategies to take home and get your plan started.
MARK WESTCOTT
Born and bred on a sheep property near Hughenden, Mark has been helping successful rural families for 35 years create real harmony, confidence, and security for their future through effective Estate and Succession Planning.
PETER McVEIGH
Peter has more than 26 years’ experience in financial services and started his career with the Primary Industry Bank of Australia (PIBA) and the Queensland Rural Adjustment Authority (QRAA). He is currently Co-Founder and Executive Director for long-standing, trusted Australian financial planning service provider, Elston. One of his greatest passions is supporting rural families to protect their wealth, build off-farm assets, and create a secure financial future.
MICHAEL COWLEY
Michael is a solicitor and director at Fox and Thomas. With more than 20 years' experience in rural legal practice, and recognised in Doyle’s Guide as one of Queensland's leading agribusiness lawyers, Michael has extensive expertise in rural estate and succession planning. Growing up on a sheep and cattle property at Bollon, he understands and appreciates the legal issues which arise amongst his client base.
YOUR INVESTMENT $49.97 per family
100% Proceeds contribute to the Royal Flying Doctor Service
