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Lunch & Learn | 14 September 2022 | STEP New South Wales

14 September 2022

Lunch & Learn | Wednesday 14 September 2022 

Elizabeth Hart ACIB, TEP, MSID, CEO & Founder of Legacy Wealth Advisors

Topic: The Connection between Wealth & Wellness

The last two years have been very challenging for everyone. The global pandemic has been a stark reminder of what is important in our lives.

We will consider the connection between two traditionally different areas of wealth and wellness. We take the opportunity to consider if wealth is about more than money. There are many examples of families who have plenty of money but they are not necessarily wealthy in all aspects of their lives.

How can we redefine our perspective of wealth preservation? As advisors, how can we help wealthy families to preserve and prosper to ensure harmony through generations? How can we support families to ensure a smooth transition of wealth to a prepared next generation?

During this session, our speaker will share how Legacy Wealth Advisors turned the adversity of Covid-19 as an opportunity to innovate and create a new business model for our industry.

We will review some case studies on how taking a holistic approach to wealth preservation, succession planning & family wellness is having a significant impact on clients’ lives.

Please join us for this thought provoking session on the connection between wealth & wellness.

12:30 – 1:30 PM AEST

Online only


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September 14
12:30 pm - 1:30 pm ACST
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Online Event


STEP New South Wales