Workshops

To book a place on a workshop, please email [email protected]

Workshop Overview Date/s Venue Cost
DIS and Pension Planning Using a case study approach we will review the strategic importance of DIS and Pension planning as well as providing you with an understanding of the importance of protecting client pensions. 17/11/21 Remote No charge
Getting Started with APTs During this webinar we will share with you proven tactics to successfully integrate the APT into your client proposition. Solidus will provide you with advice on identifying prospects and developing leads as well as developing intergenerational links. We will also guide you through the procedures needed to ensure a smooth process is achieved within your team, and make sure everyone is on board. You and your team should attend this webinar. 24/11/21 Remote No charge
Single Person Estate Planning Attending this webinar will reconfirm the strategic importance of putting in place estate planning for single people. Attending will give you an understanding of the benefits of Trusts versus standalone Wills. We will also provide you with clear guidance on our application process for this solution. 01/12/21 Remote No charge
Married Couples Estate Planning During this webinar we will reconfirm the strategic importance of estate planning for married couples. You will also gain an understanding of the options to protect wealth and plan for tax benefits when a spouse dies. We will also provide clear guidance on the married couples process. 08/12/21 Remote No charge
Getting Started with Estate Planning Attending this webinar will ensure that you have the knowledge to speak to your clients about Estate Planning and are able to deal with common objections. We will also guide you through the procedures needed to ensure a smooth process is achieved within your team and make sure everyone is on board. You and your team should attend this webinar. 15/12/21 Remote No charge

Additional dates may be added for some workshops as demand requires; dates may be subject to change / cancellation.