Master Estate planning Training Courses

Training Course on Estate Planning and Wealth Transfer in Retirement is designed to equip financial professionals with the essential knowledge and skills needed to guide clients through the complexities of estate planning and the transfer of wealth during retirement.

Training Course on Intergenerational Wealth Transfer Strategies is designed for financial advisors, estate planners, family business owners, and wealth management professionals who seek to understand the complexities of transferring wealth across generations.

Training Course on Philanthropy and Charitable Giving in Retirement is designed to equip retirees and those approaching retirement with the knowledge and tools to engage in effective charitable giving.