5 hours of training that actually matters
Get the confidence to advise with the secrets of estate planning
Build your clients legacy
Celebrate your clients accomplishments with "bloodline" estate planning
Build your toolkit
Take Estate Planning back with tools, tactics and templates to reduce practice risk and give clients what they want
Day 1: Giving the Power Back to Accountants!
In this session, you'll find out how to:
We’ll offer a full Q&A session to ensure that we answer every question to give you the confidence to offer this service.
Day 2: Secrets to Estate Planning - From an Accountant's Perspective
In this session, you'll find out:
Bonus Content from Seamless SMSF: The top 5 things uncovered through audits.
Day 3: The 11 Key Asset Protection and Estate Planning Documents Accountant's Need to Use
Bonus Content from QuickFee: How to finally access the same funding options as top tier firms.
Day 4: Revealed - The Asset Protection Strategies Used by
the Big Firms
Bonus Content from BGL: Director's Identification Number updates now in BGL CAS.
Day 5: How YOU can Own This Space - The Complete Service Model for your Practice
In this session, we will show you:
Bonus Content from ChangeGPS: Estate Planning System VIP Access