1300 659 242
TOPDOCS LEGAL ESTATE PLANNING COURSE |
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Following the great success of our Estate Planning Intensives in 2017, we have now released new dates for the first quarter of 2018.
With our sessions selling out fast, register now to ensure your spot.
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.
This is your opportunity to:
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broaden the scope of your advisory services |
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increase revenue |
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increase the average value of your client base |
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attract new clients and obtain referrals from existing clients |
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retain your existing client base by providing a holistic service offering |
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 the Topdocs Legal Estate Planning brochure here | |
Download the Topdocs Legal Estate Planning course outline here |
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.
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) |
Presenter/s: | Michael Roberts, Special Counsel & Andrea Thomas, Senior Associate |
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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