Estate Planning Seminar

Unfortunately we have had to postpone this event due to unforeseen circumstances.

We appreciate everyone’s patience and understanding. We will share updated details as soon as they become available.

If you have any questions, please contact our Marketing Manager Chelsea at cscarlett@aintreegroup.com.au.

Learn how to tailor your Estate Plan, using real life examples. We’ll provide you with the knowledge, clarity and guidance to have important conversations with your family, and your professional advisors.

Wills and Estate Planning can be a tricky topic to discuss, but it is so important to make all the necessary legal, tax, super and business preparations, and keep everything up to date as your life circumstances change.

Estate Planning is relevant at all stages of life – whether you’re creating your very first Will as a young adult, expanding your Estate Plan to include a growing family or business (or both), or sitting down with your adult children to discuss your wishes.

This seminar will cover the important foundations of Wills and Estate Planning and explore some examples for tailoring your Estate Plan in real life scenarios. 

This is also the perfect opportunity to get to know our new Aintree Group Legal team, ask them questions, and hear them talk on a topic that they’re extremely passionate about.

This seminar is free to attend, but registrations are essential.

About Our Speakers:

Sophie Cohen

Director – Aintree Group Legal

Sophie has over 25 years of experience as a lawyer, business advisor and leader, working for clients ranging from family businesses to household names. She looks after the ‘legal stuff’ so that clients are empowered to realise their dreams and goals, solve the problems that keep them awake at night, and bring them peace of mind. Sophie has a heart-based approach to law, which is backed by multiple degrees and a truckload of experience.

Shane McKenna CA

Managing Director – Aintree Group

Shane McKenna is a Chartered Accountant and the Managing Director of Aintree Group. There are very few people in the industry with his level of expertise, knowledge and practicality. He is passionate about finding ways to help clients minimise tax and maximise profit, and giving business owners the tools they need to grow.

Watch our previous seminar and webinar recordings here.