A successful outcome doesn’t end at settlement. The guidance you provide in the critical months that follow can significantly influence your client’s long-term wellbeing. Through real-life case studies, gain practical strategies to identify risks, support informed next steps and help clients access the right support ensuring they get the full benefit of the outcome you’ve worked hard to achieve.
Wednesday, 12 August 2026
Professional skills
1.00pm to 2.00pm Personal injury: The First 12–24 Months: Protecting Outcomes After a Lump Sum or Benefit Starts
Your guidance after settlement can have a lasting impact on your client’s outcome. Through practical case studies, gain the confidence to identify risks, support informed decision-making and connect clients with appropriate help—while staying within professional boundaries. You will learn how to:
- Spot common financial and behavioural risks that can undermine outcomes
- Guide clients toward greater stability and better long-term results
- Navigate post-settlement conversations with confidence and clear boundaries
- Reduce the risk of future complaints or client dissatisfaction
Presented by Nicola Beswick, Founder and Financial Advisor, White Rabbit Advisory
Description
Attend and earn 1 CPD unit in Professional Skills
This program is applicable to practitioners from all States & Territories
Presenters
Nicola Beswick, Managing Principal and Founder, White Rabbit AdvisoryNicola is an ex-lawyer turned financial adviser and founder of White Rabbit Advisory. She is also the Chair of the Pro Bono Financial Advice Network (PFAN). Nicola has completed the Certified Financial Planner®, Accredited Aged Care Professional™, and SMSF Specialist Advisor™ and holds a Masters in Financial Planning. She is also a passionate MS advocate.
This seminar is part of a series
What Personal Injury Lawyers Need to Know about Financial Planning During and Post-Financial Settlement
Securing a strong settlement or TPD outcome is only part of your client’s personal injury journey. What happens at and after settlement can have a significant impact on whether that outcome delivers lasting value. While you are not expected to provide financial advice, your ability to identify risks, guide next steps and connect clients with the right support can make a meaningful difference to their long-term position. Across the series, you will gain practical insight into the common post-settlement issues that can affect financial stability, superannuation, tax, Centrelink and asset protection, with clear, real-world guidance you can apply immediately in practice. The result is better-informed client support, stronger long-term outcomes and greater confidence that the value of the result you achieved is not lost after settlement.
Description
Attend the 3-part series and earn 3 CPD units in Professional Skills
This program is applicable to practitioners from all States & Territories
If you register for the full series as a live online product after the date of an individual session, you will be sent the recording for the sessions that have passed. Alternatively, you can register for individual sessions by following the links below.
View series listing
