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Thu, 29 Feb

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Online Event - Zoom

Asset Protection and Succession – Real Life Case Study with Michael Jeffriess

Heart Month

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Asset Protection and Succession – Real Life Case Study with Michael Jeffriess
Asset Protection and Succession – Real Life Case Study with Michael Jeffriess

Time & Location

29 Feb 2024, 12:30 pm – 1:30 pm AEDT

Online Event - Zoom

About the event

Join us for a compelling webinar featuring Michael Jeffriess, as he shares his personal journey through a life-altering event – cardiac arrest – and the subsequent steps he took to safeguard his assets and ensure a smooth succession plan. Michael, alongside expert Grant Abbott, will jump into the crucial aspects of asset protection and succession planning, drawing from real-life experiences and practical insights.

We are giving away 50 Shane Warne Legacy Caps for the first 50 webinar registrants. 

- A legacy gives us a perspective on what's important.  It is about the richness of Shane’s life, including what he accomplished and the impact he had on people and places. Ultimately the way Shane lived life will reflect in everything that we do.

Key Topics Include:

  • Michael Jeffriess’ Case Study: Explore Michael’s pre-incident position, the gaps in his asset protection and succession planning, and the proactive measures he has implemented since.
  • 2024 Financial Planning Essentials: Gain valuable insights into essential strategies and actions individuals and businesses should undertake in 2024 to fortify their financial futures.
  • The Role of Legal Documents and Expert Advice: Understand the pivotal role legal documents, such as wills, EPOAs, and advanced healthcare directives, play in securing financial stability, and learn how expert advice can guide you through the complexities of asset protection and succession planning.

Discussion Points:

  • Will’s and EPOA’s: Importance, execution, and updates
  • Advanced Health Care Directives: Ensuring your healthcare wishes are honored
  • Successor Director Solutions: Smooth transition of leadership in businesses
  • Asset Protection: Strategies to safeguard wealth from unforeseen risks
  • Insurance Programs: Comprehensive coverage for life, disability, and business continuity
  • Financial Management: Effective bank accounting, financial planning, and risk management
  • Family and Business Directions: Aligning personal and professional goals for long-term success
  • Checklists: Practical tools for efficient estate planning and risk mitigation
  • Don’t miss this opportunity to learn from real-life experiences and expert advice to secure your financial future in 2024 and beyond. Reserve your spot now!

The Heart Foundation

Learn how we will be donating to the Heart Foundation and how you can to.

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