October meeting of the Canterbury/Nelson Branch of Financial Advice New Zealand

To be held on Tuesday 26th October at the Russley Golf Club
Doors open at 1:45pm, presentation to start at 2pm

This presentation will be focusing on Relationship Property matters and cover the following aspects:

• An introduction to the Property (Relationships) Act
• When might the Act apply to your clients?
• Contracting Out Agreements – What are they? Who might need one, when & why?
• Separation – what’s the process for clients?
• Separation & Relationship Property Agreements – What are they? Who might need one, when & why?
• The involvement of a financial planner

Q & A session

Event to close at 3:30pm

Guest Speaker

Sarah White
Partner at Malley & Co Lawyers
Leader of the family & relationship team

Sarah is a family law specialist with over 14 years of experience.  She advises clients on all aspects of family law related matters from parenting to property disputes, in particular she specialises in relationship property matters.  That can include the protection of assets prior to and during a relationship and the division of assets when a relationship ends, including personally owned assets, assets owned by companies and trust owned property.

Prior to joining Malley & Co Sarah spent seven years in practice in London where she specialised in family law, often representing clients from the media and entertainment industries, as well as bankers, lawyers and  accountants and directors of global financial institutions.

Cost:  $10 per person for the venue hire, afternoon tea provided.

No cash will be accepted at the event.

1.5 CPD point available

All attendees must register online.

If you have any questions, please direct to the meeting host – patrick@fortitudefinancial.co.nz

Registration closes Friday, 22nd October 2021

Please note a minimum of 10 attendees is required for this event to run as planned. The event may be postponed until 2022 if the minimum is not met.

Register now