Building on the themes and shared practices of some the leading estate planning professionals from the Solidus 2021 Conference, the Perfect Practice workshop will deliver a value packed day of content for both experienced and new Licensees.
The day will be open to the Estate Planner and their support resources. The CPD event will cover the estate planning proposition, the client delivery, as well as some helpful guidance on organising and integrating every aspect of the administration process. If new client acquisition is important to you, then the referral process ideas will top off the day for your practice.
There are two options to choose from:
- Licensee plus your designated paraplanner/administrator – £395 + VAT
- 2x Licensees plus your designated paraplanner/administrator – £495 + VAT