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EVENTS AND TRAINING

TOPDOCS LEGAL ESTATE PLANNING COURSE

New dates have just been released for our CPD accredited Estate Planning Intensives in the third quarter of 2018. With our past courses proving to be very popular, register now to benefit from our early bird offer with a 25% discount off the registration fee (normally $880 – early bird rate $660 incl. GST). This offer is available until 30 June 2018.

MELBOURNE – Tuesday, 21 August 2018
Topdocs, Level 2, 20-22 Albert Road, South Melbourne VIC 3205
SYDNEY – Thursday, 23 August 2018
Sydney CBD – TBC
If you are interested in attending future courses in any other cities, please express your interest, and we will put you on our short list

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 examines the key aspects of Estate Planning to provide you with the required knowledge to confidently facilitate Estate Planning services for your clients.

Comprehensive 1-day course with additional online training

This is your opportunity to:

broaden the scope of your advisory services
increase revenue
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: $660 (incl. GST)
Presenter/s: Lav Chhabra, Senior Associate (MEL) & Michael Roberts, Special Counsel (SYD)

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.

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