Will Writer to Estate Planner course

29nov01decWill Writer to Estate Planner course

Event Details

Want to go from Good to Great?

Do you want to learn more about all types of Trusts?

Whether you work with CTT Group or not, this course is the gateway to boost your knowledge and deliver additional value to your clients.

Are you really comfortable in analysing Trusts your clients or potential clients already have in place? Can you recognise the pros and cons of existing planning that your clients may already have?

This three-part course will build your knowledge, but more importantly, help you recognise the most suitable Trusts for your clients whilst understanding what they may already have.

The third part of this course is totally unique and explores how assets are transferred into Trusts, including properties and investments.

Date: 29th November – 1st December

Booking link: https://www.eventbrite.com/e/will-writer-to-estate-planner-tickets-383416367677



November 29, 2022 9:30 am - December 1, 2022 1:00 pm(GMT+01:00)

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