18th January 2018
The Utmost Technical Academies are back for 2018
Following the successful schedule of academies in 2017, Utmost are delighted to announce the dates for the first series of their 2018 programme. The forthcoming series is titled Financial Planning with Trusts and focuses on the different types of trusts in the financial planning environment.
The aim of the sessions will be to understand the application of different types of trusts to enable clear and concise explanations to clients and client scenarios.
Utmost’s highly-regarded Technical Sales Managers, Barry Foster and John Haley, will once again use their effective case study format in an informative and engaging way, to simplify what can be a complex subject. The session should last approximately 2 hours and will count towards valuable CPD hours.
With 22 events throughout the UK between February and March, take advantage of Utmost's 25 years’ experience helping advisers consider how overseas bonds can feature in financial planning solutions for high-net-worth clients.
Don’t miss this opportunity to gain valuable insight, knowledge and CPD hours.
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