Grab an Opportunity to learn and create value for your clients by helping them in their utmost need of smooth Succession of their Assets.

Lead Trainer Rahul Agarwal

We are pleased to invite you to our upcoming Estate Planning Workshop in your city Kota on 6 June 2024, designed to help you navigate the complexities of estate planning and ensure you and your clients’ assets are protected for future generations.
Do You Know that around 70% litigations in courts are related to Property Disputes?
Do You know that 60% people think nominee to be owner of their Mutual Fund Folio’s?
Do You Know Less than 1% People write will In India?

Date

25-June-2024

Location

Jaipur

Time

09.00 PM

Workshop Agenda

Registration And
Breakfast

Intestate Succession

How to Write an Effective will &
applicable Laws

Lunch

Role of Nominee & Joint Holder
in different Investment Options

Introduction to Private Family
Trust and its Creation

Your Trainer

Rahul Agarwal,MBA,CFP,CTEP (Experience of 20+ Yrs. in the Personal Finance Industry) Founder of Institute of Financial Literacy (2012)

Rahul Agarwal is A CFP trainer & have trained over 250 CFP Professional in India.Hehas trained 100+ Mutual Fund Distributors for Chartered Trust & Estate Planner Certification.

Imparted Trainings on Financial Planning to Over 250 Branch Heads of Life Insurance Corporation of India (LIC) in Rajasthan & Haryana. Run Financial literacy Programs for teachers and students in all Government Colleges on approval of Education Department, Government of Rajasthan Guest Speaker at Various top Universities & Colleges like Amity,JECRC,Manipal,Poddar IIRM etc.

What Learners has to Say!

Our Alumni of Estate Planner’s

MR.ASHISH MODANI

FOUNDER- SLA FINSERV PVT. LTD, JAIPUR

Hemant Beniwal

CEO

Pramod Kanungo

CEO

Devendera Sethi

CEO

Vikas Sudrania

CEO

Ramesh Jethani

CEO

Rakesh Gupta

CEO

Preetam Kumar

CEO

Who should attend?

What you get?

One-Day Physical Workshop Immense Learning about Succession Planning Creating Additional Value to Your Customers Can achieve Client’s Loyalty Income Generation through Estate Planning Solutions Networking and Experience

Ticket Type

Physical Workshop (1 Day)
5,000 Ticket Fees
  • Early Bird Fees
  • ₹3,500
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