Exclusive Post summer training course announced for estate planning professionals

UK’s leading web-based planning business, Legacy Legal, are hosting a training event in September which will offer expert advice and solutions to estate practitioners, Will-writers and IFAs from the across the country.

After their success of earlier events in the year, September’s event will be held at Hilton Hotel in Cobham (KT11 1EW) on 19th and 20th September 2018, running from 9.30am until 4.00pm.

Agenda:

Day 1 – Technical day – Hosted by our legal services partners

Day 2 – Sales & Marketing – Hosted by Legacy Legal

Legacy Legal is one of the most inclusive and flexible web-based planning business in the country. In association with their legal partners, they provide comprehensive estate planning solutions for financial service professionals in the UK and Northern Ireland – looking to introduce Estate Planning into their client service proposal.

Their exclusive estate planning software provides tailored estate planning solutions for individuals, private clients, business owners and corporations. Today, they work with 200 businesses, helping them to increase their portfolio of clients throughout England and Wales, Scotland and Northern Ireland.

Legacy Legal’s software has a unique selling point which allows financial advisors to manage their clients from the first meeting through to fruition, offering highly personalised, professional and streamlined software solution from one single platform.

In an ever-changing legal landscape, it is Legacy Legal’s ethos that professionals that they work with warrant innovation, expert support and leading technology to help businesses grow – this innovative support transfers to the client who is shown how they can profit successfully from their estate and have it protected for their loved ones.

Professionals, such as Wills and Probate practitioners, accountants and IFAs will gain invaluable advice and insight from Legacy Legal’s training event which ultimately puts clients first with clear, honest, open and consultative advice.

Do you work in the Wills and Probate Industry? This event normally costs £250 + VAT but a promotional offer is running whereby if you use discount code ‘September TWP’ when booking the event, it will be reduced to £150 + VAT – Don’t miss out on this key event!

 

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