Informative events – live and on demand
SUCCESS STORIES WITH EVALESCO
The steps to planning your estate
For our first 2022 webinar Jeff was joined by our Insurance Specialist Adviser Dominic De Minaur as they explored the steps to planning your estate.
WHAT YOU WILL LEARN
Why is an Estate Plan important?
The steps to getting started
What is an Estate Plan?
What is a testamentary trust
Estate vs Non Estate Assets
Top 8 Estate Planning Mistakes
Past webinar series
WEBINAR
In this information-packed session, our expert speakers Jamie Nicol & Tom Glynn from DNR Capital provided a comprehensive market and portfolio update, offering valuable insights and strategies …
WEBINAR
Prices went down, mortgages went up, renting became financially precarious, and the federal budget produced a big promise to ease the stress on housing supply. Our Host Jeff Thurecht and our …
WEBINAR
Given the fast moving, headline generating nature of the recent global bank ructions, we hosted a this special event webinar with Brett Le Mesurier, Senior Equities Analyst from Perpetual. Brett …
WEBINAR
In this 45-minute webinar our Evalesco Directors Jeff Thurecht and Marshall Brentnall, with special guest, Michael O’Dea from Perpetual Asset Management, discussed the economic outlook for 2023 …
SUCCESS STORIES WITH EVALESCO