Adviser Quarterly Update
BTWC Adviser Quarterly Update - Winter Update - Tuesday 28th January 2025 @10:00am
We are proud to provide our Estate Planning Adviser Quarterly Updates for our members, associates and partners. We also invite you to register and join us, even if you are not currently working with BTWC.
These updates are designed to keep you fully up dated on the legal aspects of Estate Planning, plus we invite a special guest to many of the update sessions, to share expertise and insight on subjects such as marketing, social media, lead generation, client acquisition and compliance. Best of all - they are totally free!
We look forward to seeing you at the next update. Simply fill in the form down the page to register.
VIDEO: What to expect from the Free BTWC Quarterly Update
Register Now For Our Next Quarterly Update - Tuesday 28th January 2025 @10:00am
In this Winter Quarterly Update we will be covering:
- Update on court cases and client scenarios - Lessons learned
- Vulnerable beneficiaries in Wills - what are the options?
- Nil rate band discretionary trusts and managing IHT liabilities
- Simon Dyer CeSRE CeMAP - Plutos Crypto Currency - "Unlocking New Opportunities: Cryptocurrency and Estate Planning"
- Marketing Update - Using Technology To Drive Enquiries - Richard Mawer
We will send out a PDF copy of all slides and also bonus content to all associates who register for the event.
You can also email us on enquiries@btwc.co.uk or call us on 01522 500823. Spaces are limited to 50 attendees at each event and fill up fast, so don't miss out on this opportunity!