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Estate Planning Series
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3
CPD Points
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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
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Vic Ruth Director Estplan Pty Ltd |
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Eric Koelmeyer |
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Andrew Andreyev Principal Andreyev Doman |
It's what we think we know already that keeps us from learning.
Claude Bernard
