What do you want your wealth to do in the future? For your family or other loved ones? Or for the causes you care about? Deciding how and when to leave your wealth to others may seem daunting. This not to be missed seminar will guide you through the process and focus on the key elements..
Ben Batho – Senior Director, AON
Fantastic working with Rob over the last couple of years, he’s been able to simplify risks and provide advice that I trust for my family and I. Key to this is building our relationship where he can understand and alleviate concerns all while working to a timeline that I drive without feeling pressured.