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Seminar & Special Event | 18 May 2022 | STEP New South Wales

18 May 2022

Seminar 

Wednesday 18 May 2022 

STEP NSW Branch invites you to a special event with Equity Trustees.
The evening will be hosted at The Establishment in Sydney and will feature feature a lecture with Mercia Chapman TEP and Denise Cheng, concluding with networking and refreshments.

With greater wealth being accumulated in a lifetime, a legal advisor working with a client on their estate plan is well placed to also provide advice about an individual or a family charitable legacy – an initiative which can be implemented during your client’s lifetime and/or beyond.

During this session, Equity Trustees’ Mercia Chapman TEP, Senior Legal Counsel and Denise Cheng, Relationship Manager will share stories which demonstrate the different charitable giving structures available in Australia and how they interact with an estate plan. They will also share the most important questions for you to ask your clients to get to the heart of understanding whether a giving legacy is something right for them, right now.

5:30 – 8:00 PM AEST

In person only

REGISTER HERE

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Details

Date:
May 18
Time:
5:30 pm - 8:00 pm ACST
Event Categories:
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Venue

The Establishment
252 George Street
Sydney, NSW 2000 Australia

Organizer

STEP New South Wales