Heart Month Series 2 - Asset Protection and Succession – Real Life Case Study with Michael Jeffriess

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.

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…