Event time

Location

134 Edmund Street, Birmingham, B3 2ES
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Book your place

Free

The Personal Planning and Management team at Anthony Collins Solicitors invite you to the second in a series of Spring breakfast seminars.

Seminar Two – Estate Planning: Traps and Solutions

What is it about?

The seminar will focus on estate planning more generally. Laura Banks will talk you through some common mistakes and traps, and give guidance on how these might be avoided, as well as giving guidance on some tips clients can follow.

Who is this event for?

Financial advisers and wealth managers who work with clients and families that want to get their affairs in order, to protect wealth for their families and to structure how their estates are planned.

Why should you attend?

Attendees will learn about important issues in estate planning for their clients. They will receive an update in technical knowledge and information that they can use to help their clients

Agenda

08:30 – 09:00 Welcome, registration and refreshments

09:00 – 09:55  Presentation

09:55 – 10:00 Q&A, summary and closing remarks

10:00 – Networking

Who will be there?

Laura Banks will host the seminar.
Other members of our team (to be confirmed) – Donna HolmesAlex Elphinston, James Hall, Lisa Whitehouse.