Expand Your Services! - 1 Day Workshop on Wills, Trust & Estate Planning by Malhar Majumder Workshops are a great way to learn and ponder on a focused topic which can enhance your current practice significantly. Network FP brings to you, one of its most successful workshops by a full fledged financial planner Malhar Majumder who has been running this program for Network FP and been offering Estate Planning Services (Check his Website) . The details of the workshop are as follows; Topic: Offering Wills, Trust & Estate Planning Services Trainer: Malhar Majumder, Executive Director, Fine Advice Pvt Ltd. Date: Monday, September 30, 2013 Venue: Hotel Kohinoor Continental, Andheri East, Mumbai Timings: 10 am to 6 pm Fees: Rs. 4,450 + ST (10 % Discount each for Outstation, XLFP/CFPC, Conference) Details: This one day workshop will cover various practical aspects of Legacy & Estate Planning from the point of a practicing Financial Planner. The session would deliberate the key issues and legalities involved in the process of Estate Planning with case studies and sample templates to elaborate these processes. Overview of Estate and the Estate Planning Process Choosing the Beneficiaries Writing the Will Children and Estate Ownership of Property Family Business and Estate Planning Trusts and Estate Planning Probate and Estate Planning Taxes and Estate Planning Gifts and Estate Planning Life Insurance and Estate Planning Cases Illustrations and Templates Working with a Lawyer & other professionals Role of a Financial Planner in Estate Planning Structuring & Offering Estate Planning Services The workshop will have a small number of participants... making it highly interactive and giving you enough opportunity to clarity your doubts with the trainer. Kindly note that only few seats are remaining for this workshop and so if you are keen... act now and register. Kindly contact Priti on priti@networkfp / 9892218582 to register for this Workshops on September 30.
Posted on: Wed, 28 Aug 2013 07:26:42 +0000
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