The Scope Of Estate Planning Webinar


 

 

 

The SCOPE OF ESTATE PLANNING

Dear Parents/Grandparents/Caregiver of children with special needs,

Join us for our third webinar to learn “The Scope of Estate Planning.”

The webinar is lead by Mr. Jitendra P.S.Solanki, RIA, CTEPTM, and CFPCM who is a financial planning expert. During the webinar he will discuss:

  1. Why Estate Planning is important?
  2. Estate Plan Considerations
  3. How to draw an effective estate plan?
  4. Case Study

Author of “Financial Planning for Families having children with special needs” Jitendra has been advising families with special needs children helping them in charting a road-map for their future.

The webinar will take about 30 minutes followed by 30 minutes Q&A. We’ll also record the webinar and send it to you in follow up email in case you can’t make it.

We look forward seeing you there!!

Registration: To register for the basic webinars, please click here –

https://mailchi.mp/15906c527a21/6gn5cqnhyb

and complete the registration form along with the fee payment. You will then receive an email with instructions for logging into the webinar on April 19. Since we are limiting the attendance to 30 we will reserve the seats on first come first serve basis.

Fee: We charge a nominal fee from participant to cover the cost of our logistics. For all our basic webinars we will charge you one- time fee of only Rs 300 per participant and nothing else.  Below are the details to make the fee payment:

NEFT

Jitendra P.S. Solanki

State Bank Of India, Surya Nagar,

Ghaziabad-201011

A/c No: 3099833420 (Savings)

IFSC Code: SBIN0050515

 

Paytm

9971845454 -Jitendra P.S. Solanki

 

Other Modes (Rs 10 charged through this option)

https://imjo.in/JTbUjv

 

So, if you have not yet registered for these basic webinars then do it today!

What we will cover?

A secure future for your loved ones is the primary objective of any estate plan. However, this objective hinges on implementing the right strategy. The purpose of any estate plan is to protect one’s wealth and transfer it to the legal heir as desired. This can happen during your lifetime or  later. This estate plan is critical as it lays down clear wishes as to who receives how much money, property and any other inheritance.

  • What is an Estate Plan?
  • What it should include?
  • What are the different estate planning tools?
  • Will Writing
  • How to create an effective estate plan which can answer- What after us?

 

All the above aspects will be our points of discussion in this webinar. Post the webinar families will be able to understand different estate planning tools and how to utilize them to bring an effective estate plan for their child future.

 

The introductory webinar if free for all. Take a look:

 

 

Missed the live webinars? No problem. You can access the recordings of the webinars. For more information :

http://planspecialneeds.com/how-to-access-webinar-videos/

 

 

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