Estate and Succession Planning - Fee models and advice propositions

Price (incl GST)
Members Single price	$49.00
Non-Members Single price	$99.00

All delegates must be registered to be able to participate in training and to be eligible to receive qualifying hours

Duration: 90 minutes

Session Overview

This webinar will give you an insight into the value proposition behind Estate Planning and the role you can play in assisting your clients with this specialist area of advice.

How to create a genuine sense of urgency within your SME client base about addressing Estate and Succession Planning issues
The role you play and the planning process you can follow
Working with Lawyers and other advisers for better outcomes and better client relationships
The types of strategic advice you can provide, and how you can make money and improve client relationships through the process
Recent client scenarios – what has proven to work and what you can learn
Where things typically go wrong and what to avoid

CPD Points

Earn 1.5 CPD points

Presenter

Andrew Andreyev
Principal
Andreyev Doman

How does it work?

Recordings can be viewed twice. You can fast forward, rewind or pause the playback at anytime. If you stop playback this will count as a view.