Seminar—philanthropy, and wills and estate planning

Making a meaningful difference to society. Learn how you can make an impact.

We’re excited to be hosting an expert led seminar that has a focus on how we can all participate in supporting our community during and beyond our lifetime. Guest expert speakers from partner organisations Willis Legal and Forsyth Barr will provide you with practical insights and strategies around your Will, estate and philanthropy.

Philanthropy can be misunderstood and may feel like it is something that others do, Simon will demystify philanthropy and explain why philanthropy is a highly rewarding way to participate in society and how it can provide benefits for families and businesses.

Sarah will cover off how to avoid uncertainty and ensure your wishes are honoured and supported. She will focus on Wills and estate planning-she’ll go into things to include and how to avoid certain situations.

This seminar is suitable for individuals, businesses and entrepreneurs. There will be plenty of opportunity to ask questions and have one on one conversations with our three experts.

Topics covered

  • What philanthropy looks like in New Zealand.
  • The importance of social giving.
  • How you can incorporate philanthropy into your business strategy.
  • Why you should consider being philanthropic.
  • Importance and key elements of a Will and Enduring Power of Attorney.
  • Strategies for protecting and managing your estate.
  • Practical insights to help you plan and ensure your wishes are honoured.

Register

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Speakers

Sarah Beckett

Sarah Beckett

Sarah is a Partner at Willis Legal in Hastings, she specialises in private conveyancing, company law, and the management and documentation of trusts and estates—specifically estate planning, including wills and enduring powers of attorney. Her expertise ensures a comprehensive legal service tailored to individual and business needs.

Simon Bowden

Simon Bowden

Simon is head of philanthropic services at Forsyth Barr in Wellington. Simon is responsible for providing advisory services to Forsyth Barr’s charitable and philanthropic clients. He assists charity clients with best practice across a range of challenges and opportunities and provides strategic advice to clients wanting to engage in philanthropy.

Sarah Loza

Sarah Loza

Sarah is an investment adviser at Forsyth Barr in Havelock North. Sarah is registered as a financial adviser and has over 18 years of experience in the financial services industry, in corporate finance, lending, insurance, and investments.

Willis Legal