Estate Planning Training Presentations

These 3-part recorded webinar presentations are specifically designed for Holistic Financial Advisers and / or Life Risk Advisers wishing to broaden their service offering by engaging the client around the concept of risk mitigation and estate planning. They are educational and informative in content.

Each recording comes with a supporting paper. They can be purchased individually or as a 3 part bundle. Click on any one product below for bundle offer to be displayed.

This program qualifies for 4 CPD points (certificate provided on request)

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