How to Build a Portfolio of Quality Assets & Ensure It’s Passed to the Next Generation
Join us for an exclusive in-person event hosted by financial adviser Joshua Barker of RiverX, featuring guest speaker Karina Penfold, expert estate planning lawyer.
✅ Topics Covered:
• Building a future-proof investment portfolio
• Succession planning strategies to protect your wealth
• Legal structures to pass assets efficiently to the next generation
• Q&A with Joshua and Karina
🗓️ Date: Thursday, 24th of July 2025
🕕 Time: 12:00-03:00PM
📍 Location: 12/2 Bligh St, Sydney, 2000, NSW (or join us via Microsoft Teams– link provided upon RSVP)
🎟️ Cost: Complimentary (RSVP required)
📡 Format: Attend in person
Spaces are limited – Reserve your seat now!
📞 0410-056-290 | ✉️ laura@barkerwealth.com.au | 🌐 www.barkerwealth.com.au
