Lamb and Associates occasionally hold seminars, usually on subjects where financial planning and its processes will enhance other professional advisers’ services and add value to their business. These are usually delivered in house.

Seminars currently available for 2012 include:

Protecting your Wealth

There are so many people, companies and institutions telling you what to do with your wealth, life can get very confusing.

The seminar will:

• Show you some FACTS you need to consider when managing your wealth
• Explode some MYTHS
• Suggest some QUESTIONS you should ask your financial adviser
• Show you the TRUE purpose of money!

We will not be promoting any financial products – that is not our job!

We plan to hold these seminars at various locations around the North East. Dates to be published by the end of March

Estate Planning

This seminar is intended for estate planning solicitors, especially members of the Society of Trusts and Estate Practitioners, who get involved with genuine estate planning not just Will writing.

Seminar Objectives

• To show how clients can be given the peace of mind/confidence to spend or gift money, without the fear of ever running out of money.
• How expensive, ‘clever’ insurance company trusts may not really be what the client wants and if a client does require on such a product, what to look for in charges.
• How Lamb and Associates can complement and enhance your service and give you the confidence to work with us
• Change your client’s (or their family’s) life!

This course can be delivered in house and qualifies for Law Society CPD.

To arrange a seminar or request further information please e mail us at: admin@lambandassociates.co.uk