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ONLINE LIBRARY: IFA Webinar: Helping Trustees of Family Trusts (19 July 2017)

Event Type: Online-Library
When: 19 Sep - 31 Dec 2017
Time: 11.00am
Venue: Online
Location: (Recording date: 19 July 2017)
Provider: Thrive Consulting
Contact: Andrew Gunn
andrew@ifa.org.nz
Practitioner Member Fee: $29.00
Associate Member Fee: $29.00
Affiliate Member Fee: $29.00
Non-Member Fee: $29.00
CPD Credits: 1.00 CPD HOURS
Description:  
Cecilia Farrow CLUcm
Director, Thrive Consulting
Cecilia has had more than 20 years in the Life Risk sector and has specialized in developing advice models for Business Risk for the past 15 years.

Objectives

• Enable advisers to understand the obligations of trustees in respect of protecting against risk to trust assets
• Enable advisers to recognize when there may be risks that Trustees need to obtain advice on
• Empower advisers with some consulting techniques to engage and advise trustees

Fee: $29.00 GST inclusive. Group bookings - $90.00 GST inclusive – for groups of 5 to ten people at one location.
Please email: info@ifa.org.nz to register a group.