Solidus events & workshops
Training Webinars and Events
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 nowDIS 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 nowGetting 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 nowMarried 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 nowGetting 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
