1月22日（日）新年はじめてとなる研修会は、まいん塾連続講座でした。第1講座講師に税理士の藤原由親先生、そして第2講座講師はプルデンシャル生命保険の甲田哲也氏をお迎えし、「家族信託と相続ビジネス」をテーマにお話を伺いました。
マインズで家族信託を「知ろう」という取り組みを始めて3年、次はビジネスに落とし込んだ研修をということで、昨年は家族信託普及協会代表の芳屋昌治氏による「不動産編」そして今回の「税務編」「生命保険編」をご用意したのですが、テレビ局の取材が入るなど、家族信託への関心の高まりを感じる一コマも。
講師の先生方からは実務の真髄を惜しみなく伝えて頂き、予想を遙かに超えたと言っていいくらいビジネスに直結する研修となりました。
遺言と違い、家族信託は「託す人」「託される人」との契約です。オープンであるが故の難しさ、信託の根幹をなす「心」の大切さ、潜在的なお客様を決断まで導く心理まで、的確、かつ、わかりやすく語られたのが印象に残ります。藤原先生、甲田先生ともに貴重なご講義を頂きありがとうございました!!
そして日曜日の開催にもかかわらず、ご参加頂いた皆さま、マインズを選んで頂いてお礼申し上げます。ありがとうございました
懇親会までお付き合い頂いた方々とも和気藹々、どんどん仲間になっていく気がしてうれしいです！
本年もマインズをどうぞよろしくお願いいたします!!
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