Event time

Location

Anthony Collins Solicitors, 134 Edmund Street, Birmingham, West Midlands, B3 2ES, United Kingdom
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Book your place

Free

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.

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

Donna Holmes will host the seminar.
Other members of our team (to be confirmed) – Laura Banks   Alex Elphinston James Hall  Clare Burke