Participants will learn about estate planning, how to utilise tools such as will writing, LPA, AMD and how different structures can be used to design an effective estate plan to meet every individual’s specific needs.
Held on the sunny shores of Bangkok, Thailand, this 4-day workshop organised by Summit Planners will allow you to delve deep into the intricacies of estate planning by exploring various aspects of estate planning. This workshop will empower you to better identify and meet the needs of your clients and garner more prospective customers.
Using relevant case studies and real life examples, attendees will learn to apply estate planning laws and principles to create effective strategies that resolves potential pitfalls.
Learning Objectives:
- Equip planners with necessary skills and essential knowledge
- Understand objectives, benefits and needs of estate planning
- Learn how to develop comprehensive estate plan
By attending this enriching workshop, you complete 22 hours of your CPD requirement!
Overseas Workshop: Estate Planning
Dates: 2 – 5 March 2017, Thursday to Sunday
Time: 8.30am to 5pm
Fees: $1700 (inclusive of accommodation on twin sharing basis)
Don’t miss this great opportunity to value-add to your skill-sets and attract new clients!
Sign up now to avoid disappointment as places are limited!
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Hi would you be organizing such workshop in Singapore ? It will be good if we can have one in Singapore
Hi Cassie, thank you for your interest, we will update you thru your email once we have such training in Singapore.