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Will and Trust Planning for High Net Worth Individuals
2024 Workshop - Legacy Planning for Financial Advisors
2024 Workshop - Legacy Planning for Financial Advisors
Join us on Friday, 10th May 2024 for our next Monthly Estate Planning Practitioner’s Forum: “Will and Trust Planning for High Net Worth Individuals“
Background
In today's dynamic financial landscape, catering to high net worth individuals (HNWIs) demands specialised expertise. With vast resources at their disposal, HNWIs seek sophisticated strategies for wealth preservation and growth.
Content
- Understand and be aware of the HNW individuals’ concerns, problems and pain points
- Develop your Framework to present to HNW individuals
- Open up potential gaps with insurance as optimal solution
REGISTER NOW – SPACE IS LIMITED!!
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