Lunchtime Lecture: You make a Will or LPA for others, not for you
This talk will be given by Stephen Oliver of The Will Company
Stephen stepped out of financial services after 15 years as an adviser, in June 2014 to run The Will Company as his main business. He heads the marketing and training side. The company was formed is 1995 by Stephen and Tracey Oliver. At the time Stephen was a financial adviser and found it difficult to find a Will writing service that met his needs for his clients.
Dealing with over 700 introducers and instruction takers for the last 20 years Stephen is ideally placed to fully explain the three learning objectives with 30,000 Wills drafted to date and hundreds of estates, resolved his understanding of what is important and how you can best help your clients.
Learning Points:
- Why you should make a Will or LPA
- The advantages for estate protection
- The income stream you're missing out on
Time: 12.30pm Buffet lunch; 1pm Lecture; 2pm Finish
Venue: Hotel du Vin, Church St, Birmingham
Lectures are provided free of charge to CII/PFS members. A £15.00 charge is made for non-members attending the lecture payable at the time of booking (Please note: If payment is not made at the time of booking online, kindly advise in the comments box your method of payment e.g. cheque to follow in post).
Proof of membership is required; kindly ensure you bring along your CII/PFS PIN for regisistration.
If this event becomes fully booked, please email birminghaminstitute@cii.co.uk to be added to our reserves list.
CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
1 hour's CPD can be claimed for this event if relevant to your learning and development needs.
It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.