Join Financial Adviser and Intrepid Wealth CEO, PJ Patterson, for a free webinar series covering key financial planning topics that will enable you to add value to your client conversations and further strengthen your ‘trusted adviser’ status.

All webinars will run from 1:00 PM to 2:15 PM, including time for questions. Choose the webinar(s) that interest, by completing the registration form. You’ll receive an email confirmation and calendar invitation with the webinar details.

• 29 June | Your Will, Your Wishes: Why Every Adult Should Have an Estate Plan
  Learn why estate planning is important, what happens when you don’t have a plan in place, and the key documents every adult should consider.
• 14 July | Protecting Your Financial Future: Why Personal Risk Insurance Matters
  Understand how personal risk insurance can help protect your income, family, and lifestyle if illness, injury, or unexpected events occur.
• 11 August | Debt Recycling: Turning Home Equity into an Investment Engine
  Explore how debt recycling works, its potential benefits, and the key considerations for using home equity as part of a long-term wealth-building strategy.