San Francisco, California, USA
London, United Kingdom
Pathway and our business partner, Equity Trustees, would like to invite you and your colleagues to our professional development workshop on Wednesday 30 November 2016.
Bringing Estate Planning to Life - Stephanie Smith, Estate Planning Solicitor, Equity Trustees
This presentation takes the adviser through the client estate planning process from fact finder to advice and final documents. Three common scenarios are explored including asset protection, blended families and elderly clients who may be vulnerable to financial abuse. The presentation also discusses the importance of estate planning as part of the advice process and how advisers can sell the service to their clients.