Estate Planning Series

CPD Points

FPA Professional Dimensions: Capability

Estate and Succession Planning - Fee models and advice propositions
Recorded: 16 May 2012 | 1.50 points (90 mins)
The types of strategic advice you can provide, and how you can create value for you and your client, improving client relationships through the process.

Implementing a family wealth management system into your practice
Recorded: 16 Mar 2011 | 1.50 points (90 mins)
This webinar has been designed to provide you with an insight into the value proposition behind Estate Planning and help you to implement this highly productive specialist area of advice into your practice.

Price (incl GST)

Price per program	\|	Members: $49, Non members: $99
Price for this series	\|	Members: $80, Non members: $160

Presenters

Vic Ruth
Director
Estplan Pty Ltd

Eric Koelmeyer

Andrew Andreyev
Principal
Andreyev Doman