To book a place on a workshop, please email [email protected]
|Solidus Annual Conference||The Solidus Conference has grown into a highly-respected event for our Licensees, delivering informed, practical advice from highly-rated speakers. To reserve your place email [email protected]. We are looking to limit the numbers to 170 attendees. For more details click here||06/11/19||London||£197 + VAT|
|Tactical RNRB Planning||The introduction of the RNRB legislation in April 2017 presents a massive opportunity for Licensees to review essential client planning. Many clients require bespoke planning, especially those with estates over £1 million. Attending this webinar will provide you with tactical planning solutions that will enable you to confidently take advantage of this opportunity.||230/10/19||Remote||No charge|
|Trust Solutions Workshop||Attending this workshop will give you the confidence you need to work with Trust Solutions confidently and profitably. We will provide a technical introduction to our main client estate planning solutions as well as the tools you need to speak to your clients about Trust Solutions.||23/10/19 20/11/19 12/12/19 22/01/19||Welwyn, Hertfordshire||No charge|
|Large Value Estate Planning Workshop||This workshop is aimed at the experienced Licensees who have already marketed both financial and estate planning solutions to their clients. It focuses on the nuances of Large Estate Planning.||04/12/19||Welwyn, Hertfordshire||No charge|
Additional dates may be added for some workshops as demand requires; dates may be subject to change / cancellation.