ESTATE PLANNING COURSE
17th November 2016, 09.30 – 15.30
The Greswolde Hotel, Knowle, B93 0LL
The day is a fantastic opportunity for those of you who are interested in getting involved in Wills and Estate Planning. It covers everything from a basic Will, through to how to use Trusts to protect your clients’ assets and how to complete the paperwork to submit business to us. The course will also include training on lasting powers of attorney.
We’ve had some fantastic feedback from the day and we’re sure you will find it useful.
Date and Location
17th November 2016 9.30am – 15.30pm
Head office training facility, Knowle, West Midlands, B93 0NN
Agenda:
9.30-10.00: Breakfast pastries and coffee
10.00-11.30: Estate Planning Foundations
11.30-11.45: Coffee Break
11.45-13.00: Estate Planning Foundations
13.00-13.30: Lunch
13.30-14.00: Lasting Powers of Attorney
14.00-14.30: How to submit business to us
14.30-15.30: How Trusts work
Registration
To register for the event please call us on 01564 732 740 or email membership@therightwill.co.uk to confirm your space and to advise whether you have any dietary requirements.