1 July 2010 16:41
CLICK HERE to download a brochure containing more information on the times, dates and venues for the May/June 2011 DBA Lawyers/Professional Planner SMSF Seminar Series. The brochure includes a registration form, on Page 2.
All attendees at DBA Lawyers/Professional Planner SMSF seminars are offered a complimentary subscription to Professional Planner magazine. Ask at the event you attend for details on how to take up this offer.
november, Professional Planner
The conventional wisdom that the kids of advisers’ oldest clients stand to inherit their wealth might be overlooking the fact that by the time it happens these “kids” are likely to be near or in retirement themselves. The 2026 Generational Report suggests that advisers and businesses looking for a client refresh could be better off focusing on the grandchildren.
Professional Planner is the leading voice for financial planners where they can learn about industry standards, get news, information, debate and develop new ideas.
We acknowledge the Traditional Custodians of this land upon which Conexus Financial sits, the Cadigal of the Eora Nation. We recognise their continuing connection and unique cultural and spiritual relationships to the land, waters and community. We pay our deepest respects to them and their culture, and to Elders both past and present.
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