Success in Succession Workshop
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23-Sep-2021
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Active

Succession planning is about more than just making a will.  As part of our educational series with the City of Wanneroo, join Steven Windsor, Business Advisor and WBA Board Member, and Renee Sapelli, Lawyer, as they give you an overview of estate and succession planning, and an understanding of why it is important.

The workshop will cover:

  • Planning for your future and the future of your business
  • Steps to developing a good succession plan
  • Making the most of your success
  • Key elements of a good estate plan
  • Why you need a will
  • What happens to your superannuation

About Steven

Steven is a Chartered Certified Accountant with almost 20 years’ experience and currently works as a Business Advisory Manager for Pascoe Partners Accountants, helping small to medium businesses grow and meet the dreams and goals of their owners.

About Renee

Renee is an experienced lawyer and partner at Tindall Gask Bentley Lawyers, working in Family Law and Wills & Estates. Renee always strives for her clients to walk away satisfied with their resolution, a better understanding of the legal process and greater peace of mind. 

This workshop is part of the Business in the Spotlight with Community Bank Kingsway and is free for WBA members and all businesses based in the City of Wanneroo, if you are not a WBA member, call 9206 3888 to register your free place. 

Guests from outside the City of Wanneroo can redeem one free attendance at a workshop by calling us on 9206 3888, attendance following the first free event will be charged in the form below at a rate of $20 + GST, or invoiced following attendance.

DUE TO COVID19, BOOKINGS FOR THIS EVENT ARE COMPULSORY AND USE OF THE SAFEWA APP OR MANUAL CONTRACT TRACING REGISTER IS COMPULSORY . THANK YOU FOR YOUR UNDERSTANDING.

Photographs may be taken at this event for WBA marketing purposes.

Book Now

Please fill in the form below to register for this event.

RVSP for this event is Thursday 23 Sep 2021

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Please Join Us

On: Thursday 23 Sep 2021
At: Enterprise House, 935 Wanneroo Rd, Wanneroo, WA, 6065
Starts at: 10am - 11.30am

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