Training Webinars and Events

We encourage you and your staff to attend our training webinars that will take place throughout the year.
 
The introductory webinars are done in groups of 5 and will give you the knowledge you require to incorporate Solidus Trusts and Estate Planning into your business and find new ways that you can help your clients.
 
We also host other workshops, events and conferences throughout the year.
 
You can reserve your spot in our training webinars by selecting it from the list below.

Subject

Getting started with Estate Planning - 06/07/2022

No charge

Virtual Event

This webinar will take you through the process of successfully integrating comprehensive Estate Planning into your business. Our aim is to provide you with a clear understanding of the benefits of the Trust solutions. We will also guide your through the process of getting started to ensure you are suitably equipped to assist your clients.

Book now
DIS and Pension Planning - 07/09/2022

No charge

Virtual Event

Using a case study approach we will review the strategic importance of Death in Service (DIS) and pension planning. The aim is to provide you with an understanding of the importance of protecting client pensions as well as guiding you on how to correctly advise your clients on the benefits of DIS & pension planning.

Book now
Getting Started with DIS and Pension Protection - 14/09/2022

No charge

Virtual Event

This webinar will take you through the process of successfully integrating Death in Service (DIS) and pension planning into your business. We aim to provide you with a clear understanding of how to identify prospects, develop leads and establish inter-generational links. We will guide you through the process to ensure you are suitably equipped to assist your clients.

 

Book now
Single Person Estate Planning - 21/09/2022

No charge

Virtual Event

The aim of this webinar is to reconfirm the strategic importance of ensuring that your single clients put estate planning in place. We will provide you with an understanding of the benefits of Trusts versus standalone wills as well as clear guidance on our process and available resources for this solution.

Book now
Married Couples Estate Planning - 28/09/2022

No charge

Virtual Event

During this webinar we will reconfirm the strategic importance of ensuring that your married clients put comprehensive estate planning in place. You will also gain an understanding of the options to protect inter-generational wealth and plan for tax benefits when a spouse dies. We will guide you through our process and available resources for this solution.

Book now
Getting started with Estate Planning - 05/10/2022

No charge

Virtual Event

This webinar will take you through the process of successfully integrating comprehensive Estate Planning into your business. Our aim is to provide you with a clear understanding of the benefits of the Trust solutions. We will also guide your through the process of getting started to ensure you are suitably equipped to assist your clients.

Book now

Need a bespoke training course?

Get in touch to arrange a call.

We can also offer a range of specialist, chargeable workshops which are typically run by experienced Financial Planning experts.

Get in touch