Talks / Webinars

As experts in our field we like to share our estate planning knowledge with everyone.

Over the years we have held many talks and webinars with groups and organisations wanting to learn more about estate planning and the right solutions for them.

We curently hold talks and webinars on both Wealth Preservation and Estate Planning for Vulnerable Beneficiaries, which is a particular passion and expertise of ours.

Our short presentations are designed to educate and inform attendees on the basic principals of estate planning and how implementing the right planning can afford them protection for the future. They can be held in person (subject to advisor availability) or remotely by means of a webinar.

After every presentation there is time for a question and answer session, where our advisor is available to explain in further detail anything you may be unsure of.

If you think one of our talks would be just the thing for your group or organisation then please fill in the contact form below and a member of our bookings team will be in contact with you.

Contact Form
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