The Personal Planning and Management team at Anthony Collins Solicitors invite you to the fourth in a series of spring breakfast seminars.
Seminar four - Wills providing for Disabled Beneficiaries
Content of seminar
The seminar will focus on providing for disabled beneficiaries. Donna Holmes will talk you through the recommended Will structure with practical hints and tips.
Who is this event for?
Financial advisers and wealth managers who work with clients and families that want to get their affairs in order with a particular focus on asset protection for vulnerable beneficiaries.
Why should people attend?
Attendees will learn about the preferred structure to provide for disabled beneficiaries so that they can ensure their clients have an understanding of why a Will is so important.
What will they get from the day?
An update and information that they can use to help their clients.
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
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