Partner Solution Series by Michael Jeffriess
Training and Workshop Sessions - Advanced Learning
- 09 December 2020 - The Succession, Asset Protection and Estate Planning Advisers Brief
- 18 November 2020: Estate Planning 101 Training Session
- Estate Planning Case Study and Advising Guide - Session 2 of Succession, Asset Protection Workshop
- A Big Estate Plan in Action - the Moat - Succession, Asset Protection and Estate Planning Part 3
- The Art of Succession, Asset Protection and Estate Planning - Part 1
Wednesday Webinars
- 13 January 2021 - LYD Strategists: Business and Strategy Planning for 2021 with Grant Abbott and Michael Jeffriess
- 25 November 2020 - The Legal Process for Accountants and Financial Planners doing Wills and Testamentary Trusts
- 10 November 2020 - Grant's Top Five SMSF Strategies for 2021
- 28 October 2020 - SMSF Will v BDBN plus four top SMSF Will Strategies
- August 19 2020 - Email Marketing Strategies and Automations
- August 12 2020 - Webinar 22: New SMSF Auditing Independence Standards
Thursday Strategy Webinars
- 14 January 2021 - Securing your assets with the Personal Property Securities Registry and PEXA mortgage registration
- December 17 2020 - Promissory Notes History and Strategy
- December 15 2020 - All NSW Discretionary Trusts need to Upgrade by 31 December
- December 10 2020 - The LightYear Suite of Extraordinary Companies
- December 03 2020 - The LightYear Docs Successor Director Solution
- November 26 2020 - The Protector and Securing Charges with PPSR
LightYear Docs - Platform Webinars
- The LightYear Suite of Extraordinary Companies
- A real life estate planning interview with Grant Abbott quick, fast and sophisticated
- BGL and LightYear Docs Company Integration
- The LightYear Docs Collection of Trusts
- Accountants advising on Wills, SMSFs and Rent Reductions
- Discretionary Trust Laws, Strategies and How To - July 18 Webinar