#FinanceFriday Peace of Mind | Plan Your Will with Purpose

28 March 2025 11:00

Do you know how to create a will that reflects your wishes and secures your legacy for loved ones? Peace of Mind: Plan Your Will with Purpose is a webinar focused on the importance of having a well-thought-out will and the process of writing one. Many people put off creating a will, but it’s a crucial step in ensuring that your assets are distributed according to your wishes and that your loved ones are cared for. In this session, we will guide you through the key considerations in will planning, the essential components of a will, and common pitfalls to avoid.

 
What you’ll learn:
You will learn why writing a will is vital for protecting your assets, outlining your wishes for inheritance, and appointing guardians for dependents. The session will cover what to include in your will and how to ensure it reflects your personal situation. We’ll also discuss the importance of reviewing your will regularly and when to seek professional advice to ensure your will is tailored to your needs and up to date with any life changes.
 
Timings:
11:00 – 11:15 | Keynote with Polly Banwell and Arun Johal
11:15 – 11:30 | Moderated Q&A 
 
Who should attend:
This webinar is ideal for anyone who has not yet written a will, individuals who need to update their existing will, or anyone seeking clarity on the will-writing process. It’s suitable for anyone looking to ensure their assets are protected and their loved ones are provided for.

Book a 121 Consultation