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Workshop

Future-Proof Your Legacy: A Practical Guide to Family, Wealth & Succession Planning

Date

Monday, 28 September 2026

Time

8.00 PM to 9.00 PM

Location

Microsoft Teams Meeting

Facilitator

Malvika Baxi.

About This Event

The workshop aims to: • Create awareness about the importance of succession planning for working professionals and families • Explain the legal tools available for effective wealth transfer • Help participants understand the role of Wills, nominations, trusts and related instruments • Highlight common mistakes and practical challenges in succession planning • Enable participants to take informed steps towards securing their family's financial future

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Future-Proof Your Legacy: A Practical Guide to Family, Wealth & Succession Planning | Pune Training Company