Estate planning is widely considered the ‘new black’ for many advisers.
This session will explore the key ways financial advisers, accountants, risk advisers and other lawyers can leverage View’s facilitated estate planning platform to monetise their offering; while managing risk.
This session will explore the latest iterations available for advisers wanting to facilitate or project manage product delivery in areas such as:
We will allow for significant attendee participation, including answering of questions submitted during and ahead of the session. Please click here to send an email question to us, or simply ask us on the day.
17 March 2022
12.00pm – 1.00pm AEST (QLD)
1.00pm – 2.00pm AEDT (ACT, NSW, TAS, VIC)
12.30pm – 1.30pm ACDT (SA)
11.30am – 12.30pm ACST (NT)
10.00am – 11.00am AWST (WA)
Techniview – For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)
Adviewser – For advisers wanting to facilitate legal solutions for their clients in holistic Estate Planning
Viewruption – For professional service providers wanting to iterate their business model (including abandoning timesheets)
Your unique link for the webinar will be sent via Zoom direct to your email (please check your junk folder).
We allow for significant attendee participation, including answering of questions submitted during and ahead of the session. Please click here to send a question, or type into the chat box or the questions box during the webinar.
If you can’t make it, or your plans change, still register now and we will send you a copy of the recording after the event.
If you are not able to access your account please email [email protected] and one of the team will contact you to assist.
Based on adviser feedback, you can access the purchasing pages for all View books and webinars without logging into an account and checking out as a ‘’Guest’’.