2024 Workshop - Legacy Planning for Financial Advisors

2024 Workshop - Legacy Planning for Financial Advisors
Join us on 17th January 2024 for our next special New Year 2024 Monthly Estate Planning Practitioner’s Forum: “Using Estate Planning to give yourself a Rocket start to 2024“
Want to start 2024 with a Bang?
Are you aiming to achieve MDRT in the year 2024?
Are you interested to UP your skills and knowledge in 2024?
2023 has just ended AND before you can catch your breath, the New Year has begun.
If you are tired of running after Clients, then maybe its time for Clients to run after you!
Darren will share 3 Legacy Planning ideas that will start off your 2024 off to a productive start.
Use these 3 ideas well and you are sure to add more value to your clients!
In this 2-hour event organized by Private Trust Estate Planning, you will get to learn invaluable information about the importance of Wills, Trusts, and LPAs in legacy planning.