District32 Expert Webinar – The 10 WORST Mistakes Financial Planners See (and How to Avoid Them!)
March 25 @ 4:00 pm - 4:30 pm AWST
The 10 WORST Mistakes Financial Planners See (and How to Avoid Them!)
Deep diving into the financial abyss—mistakes that hinder, mistakes that bind. In this pivotal webinar, uncover the top ten financial blunders that financial planners frequently witness and learn how to steer clear of these pitfalls. From the chaos of haphazard financial plans to the traps of inadequate insurance, we map out the missteps that many fall prey to. Join us as we dissect these errors—not just to highlight, but to rectify; not just to critique, but to correct. Arm yourself with the necessary tools to not only avoid these mistakes but to conquer your financial future with confidence and precision.
Main Outcomes / Learnings:
- Plan with Purpose—Plan, Review, Succeed: Understand the importance of setting up and regularly updating a clear financial roadmap tailored to your unique life goals.
- Cashflow with Intent—Manage, Monitor, Master: Learn to actively direct your cashflow, ensuring each dollar serves a purpose. Manage your income wisely, monitor expenses meticulously, and master the balance for sustained prosperity.
- Save tax strategically—Plan, Optimize, Save: Overlook tax strategies at your peril. Learn to decode and optimise your tax situation, ensuring you harness every deduction and credit. Plan effectively, optimize strategically, and save significantly.
- Insure with Insight—Insure, Protect, Thrive: Explore how the right insurance coverage can shield you from unforeseen financial shocks, securing your and your family’s future.
This webinar aims to transition participants from potential vulnerability to fortified financial strength, focusing on proactive strategies and informed decision-making.
About the Expert:
Norma Falconer is a highly respected financial planner with over 30 years of experience in the financial services industry. High-Income-earning Professionals and Business Owners who are building wealth and looking for ways to – reduce their tax burden, – ensure that their wealth is protected and – optimise their cashflow, work with Norma to develop bespoke financial strategies that align personal values with financial goals, ensuring holistic well-being and financial independence. She specialises in estate planning, personal insurance, tax-effective investments, superannuation, retirement income strategies, business succession planning, and intergenerational wealth transfers.
Recognised by leading publications, Norma’s expertise and empathetic guidance have established her as a trusted adviser in wealth management. She is dedicated to empowering clients to achieve financial freedom and live their best lives.
