Financial Toolbox: Understanding insurances
Event description
We will be hosting eight virtual workshops covering all the vital areas everyone should be in control of.
Our sixth virtual workshop will be on INSURANCES.
Do you know what each Personal Insurance policies covers?
Is your Super Insurance enough to cover your lifestyle?
How can you protect yourself with the right insurance in these uncertain times?
Kerry Franklin will guide us through the unknown terrain of Insurance and impart her knowledge by helping us determine how to best protect our future and our families with the correct Insurance cover.
PRESENTER BIO: KERRY FRANKLIN
Kerry Franklin is a partner at Wealth & Security Planners, a boutique financial planning business located in East Perth.
With over 32 years of experience in the Banking and Financial Planning industry, previously working for the National Australia Bank and MLC. Kerry holds a Diploma of Financial Planning, and a Diploma of Financial Services (Finance / Mortgage Broking Management). Kerry specialises in Insurance and runs the finance broking arm of the business.
Her wealth of knowledge helps client structure their finances and their insurance to help them save years off their Mortgage by having their loans set up correctly, and protecting them with appropriate insurance cover.
She can provide advice on Income Protection, Life Insurance, Total & Permanent Disability, and Trauma Insurance. Personal Risk insurance can protect your income, your lifestyle and your Mortgage.
____________________________________________________________
TICKET INFORMATION:
We will be delivering eight virtual workshops in this series, on offer we have the individual workshop ticket option, as well as a bundle ticket option which encompasses all eight workshops at a discounted rate. Please select the ticket which best suits your needs at the checkout. There are only 100 tickets per workshop on offer – so get in quick!
IMAGES & VIDEO DISCLAIMER:
Please be advised that this live virtual ZOOM workshop will be recorded, and the presentations and other images will be saved in the Financial Toolbox library for future training purposes. If you would prefer that your image is not used in the recording, once the ZOOM workshop has started, hover over your video (bottom left of your screen) and click the ellipses button in your video to display the menu, then choose "Hide Self View". Please note you will still be able to see your ‘handle name’ (the name you signed in with) and you will still be able to ask questions.
DISCLAIMER:
All of our workshops are hosted by our expert volunteers from Chartered Accountants Australia & New Zealand and other specialist firms. Our presenters are independent and unbiased as we have no affiliation with any financial or legal organisations. Financial Toolbox presentations have been prepared for general information purposes only. Accordingly, no recommendations (expressed or implied) or other information should be acted upon without obtaining specific advice from an authorised representative. Check Financial Toolbox our profile for more information on all of our workshops offered.