Learn the essentials of offering estate planning in your practice with Anna Hacker, National Manager of Estate Planning at Australian Unity. Find out why estate planning can help advisers get to know their clients better, why they are vital in any financial plan and some of the complexities you may encounter.
1. Webinar recording
2. Podcast recording
3. Webinar slides
This webinar is part of a monthly series. Stay tuned for an invitation to next month's webinar. If you are not receiving invitations to Netwealth's monthly educational webinar series, please contact us to subscribe to the relevant updates.
Discover the possibilities
Access the latest technology and innovations on the Netwealth platform. Our focus is on ease and efficiency, which means we give you and your clients enormous capabilities without the complexity