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EVENTS AND TRAINING

Following the great success of our Estate Planning Intensives in 2016, we have now released our national dates for 2017.

With our sessions selling out fast, register now to ensure your spot.

MELBOURNE – Monday, 29 May 2017
Topdocs HQ, Level 2, 20-22 Albert Road, South Melbourne VIC 3205
SYDNEY – Wednesday, 26 July 2017
Christie, 100 Walker Street, North Sydney NSW 2060
PERTH – Friday, 28 July 2017
Mercure Perth, 10 Irwin Street, Perth WA 6000
BRISBANE – Monday, 31 July 2017
Christie, 320 Adelaide Street, Brisbane QLD 4000

Course Details

Designed specifically for professional advisers, accountants and lawyers, the Topdocs Legal Estate Planning Course provides you with an opportunity to create a new income stream for your firm by increasing your service offering to your clients.

This comprehensive course will provide you with the required knowledge to confidently facilitate Estate Planning for your clients, enabling you to communicate your understanding of their estate planning needs and to work with Topdocs Legal or other solicitors to provide Estate Planning services to your clients.

Comprehensive 1-day course with additional online training

This is your opportunity to:

broaden the scope of your advisory services
increase advice revenue even in difficult economic times
increase the average value of your client base
attract new clients and obtain referrals from existing clients
retain your existing client base by providing a holistic service offering

Course Overview

The course is held as a one day intensive, along with a 7 hour online training module. For more information, please download the course brochure and outline below:

download Download the Topdocs Legal Estate Planning brochure here
download Download the Topdocs Legal Estate Planning course outline here

CPD accredited

The Topdocs Legal Estate Planning Course has received accreditation from the Financial Planning Association of Australia (FPA) for 15 hours of CPD.

Legal practitioners, accountants and other professionals will be entitled to self-assess to the extent of 15 points/hours of CPD.

Registration Details

Date & Venue:
Time:

Registration on the day commences at 8:30am, with course starting at 9:00am and
concluding at 5:30pm
Refreshments:

All meals are included so please advise of any special dietary requirements with your registration details
CPD: 15 CPD points/hours
Cost: $880 (incl. GST)
Presenters: Lav Chhabra, Senior Associate & General Manager, Topdocs Legal
Andrea Thomas, Senior Associate, Topdocs Legal
Michael Roberts, Special Counsel, Topdocs Legal

REGISTER FOR TOPDOCS ESTATE PLANNING COURSE

To register please complete the details below. When you register you will be logged into our secure online Portal to make your payment.

Do you have a Topdocs Portal username? Yes No