Did you know you’re welcome can attend Institute for Financial Wellbeing events free of charge once even if you’re not a member to get a taste of what we do?
At 11am on Thursday 4th July, this month’s Roundtable discussion will be hosted by IFW member Kate Shaw of Financial Life Planning Ltd, with guest Nick Bird, Estate Planning Specialist at Triple Point, sharing his expertise on estate planning.
Your topic: ‘Helping clients leave a legacy to be proud of.’
Book for the July IFW Roundtable
Attending this IFW online event counts towards your structured CPD hours.
Why attend?
“I love to talk about estate planning in a more human and connected way – what joy, what security, what opportunity you are sharing with your loved ones,” says Nick. “I’m on a campaign for people to do estate planning with a smile not a grimace and feel really proud of the legacy they will leave be that to people or charities.”
He adds: “How you ‘share’ that wealth and opportunity needs to be discussed otherwise you become one of the 27,000 estate that pay inheritance tax without that being their intention.”
Your key learning points:
- Growing your estate planning business – embracing the family tree
- How to engage and motivate clients – getting the soft skills right
- Putting planning in context – getting away from the jargon and making the planning accessible
You can also book for the Wellbeing Café and Tools & Tactics in our final month of IFW online events as they currently exist!
The CPD-accredited Wellbeing Café is at 1pm on Tuesday 9th July, when IFW Vice Chair Hiren Panchal hosts Chris Daems of Cervello FP. Chris will present: ‘How collaboration improves how you support your clients.’
You will emerge understanding:
- The three reasons you should consider setting up your own ‘inner circle’ and how it helps us, clients and our fellow professionals
- The difference between a network and a community and how to build a community to support your professional and personal journey
- The importance of ‘zooming out’ when helping clients with ‘what happens next’ in their lives and how to support clients with this
Book for the Wellbeing Café.
Tools & Tactics is at 9.30am on Thursday 18th July. IFW Board Member and financial wellbeing coach Lorraine McFall will be joined by Dr Thomas Mathar from Aegon UK’s Centre for Behavioural Research to dive into ‘The questions wellbeing maximisers ask.’
Book for Tools & Tactics.
Feel free to invite colleagues and connections too.
Judy
