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Shaping your legacy: Estate planning essentials

  • When?
    11 February 2025, 1:00pm – 2:30pm (NSW / ACT / VIC / TAS) | 12:30pm – 2:00pm (SA) | 12:00pm – 1:30pm (QLD) | 11:30am – 1:00pm (NT) | 10:00am – 11:30am (WA)
  • Where?
    Online via Zoom

Join us for an insightful webinar that will delve into the key elements of estate planning, equipping you to make thoughtful decisions about your legacy.

Our panel will guide you through the essential aspects of laying out your final wishes, including writing a Will, making health directives, appointing a power of attorney, and other key decisions to help ensure peace of mind.

Along with expert insights, hear inspiring stories from individuals who are shaping the future of blood cancer support by choosing to leave a gift in their Will to the Leukaemia Foundation.

Meet the Panel:

John McLeod – Senior Research Consultant, JB Were

In 2001, John co-founded the JBWere Philanthropic Services team. John is recognised for producing leading research on trends within the for-purpose and philanthropy sectors, most recently authoring ‘The Bequest Report: Reshaping Australia by passing on more than assets’ which delves into an expected record-breaking intergenerational wealth transfer. The report highlights how inheritance planning can encourage thoughtful reflection on the ways one’s life achievements can leave a lasting impact.


Eleanor Davis – Senior Associate and Practice Manager, David Davis & Associates

Eleanor has been practicing law since 2012 in Victoria, with a focus on Wills, Estate and Business Succession Planning, and Litigation. A passionate writer and presenter, Eleanor has shared her expertise on Will drafting in various forums, including as a guest on the Leukaemia Foundation’s ‘Talking Blood Cancer’ podcast.


Lindsay Wilson – Managing Director & Financial Planner, Finassure

Lindsay’s career in financial services began in 1984. As a Certified Financial Planner, he has dedicated decades to guiding clients toward financial security. Lindsay began his journey of support for the Leukaemia Foundation in 2000 with a major donation. He is a deeply valued Gift in Will supporter of the Leukaemia Foundation and is planning his own lasting legacy of support for people living with blood cancer.


Jacqueline Williams – Head of Philanthropy, Leukaemia Foundation

Jacqueline is dedicated to achieving bold fundraising and engagement goals that advance the Leukaemia Foundation’s mission: zero lives lost to blood cancer by 2035. Jacqueline is committed to raising sustainable funding for the Leukaemia Foundation’s vital initiatives, and thrives on fostering genuine, lasting relationships with supporters.

We look forward to sharing this meaningful experience with you.

If you have trouble joining the meeting, this instructional video may help – Joining a Zoom meeting.

Participants can ask questions of the guest speakers at the end of the webinar.

 


Last updated on December 19th, 2024

Developed by the Leukaemia Foundation in consultation with people living with a blood cancer, Leukaemia Foundation support staff, haematology nursing staff and/or Australian clinical haematologists. This content is provided for information purposes only and we urge you to always seek advice from a registered health care professional for diagnosis, treatment and answers to your medical questions, including the suitability of a particular therapy, service, product or treatment in your circumstances. The Leukaemia Foundation shall not bear any liability for any person relying on the materials contained on this website.