Events and webinars
Event time
Location
134 Edmund Street, Birmingham, B3 2ES Get directionsThe 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 Holmes, Alex Elphinston, James Hall, Lisa Whitehouse.
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