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FPI Estate Planning Workshop – Western Cape

April 17, 2013

The aim of this year’s FPI Centre for Professional Development – Estate Planning event is to bring theory and academic together in a workshop which is designed to be practice focussed.  Wessel Oosthuizen and Marius Botha are our highly experienced presenters of this event and will address the following during this full day interactive workshop:

 

(1) An overview of the most popular estate planning tools;

(2) Three case studies, each dealing with the same client at different times in his life;

(3) The effect of proper estate planning throughout the person’s lifetime;

(4) The latest legislation that affects certain estate planning tools which are worked into the case studies;

(5) The interaction between estate planning and other financial planning disciplines which will be discussed in the three case studies;

(6) Presentation of final plans to the three estate planning case studies.

 

Programme:

08h30 – 09h00    Registration
09h00 – 10h30    First session
10h30 – 11h00    Refreshment break
11h00 – 12h30    Second session
13h00 – 14h00
   Lunch and dismiss

 

Cost:

MEMBERS     R   800.00 (incl. VAT)

NON-MEMBERS     R 1 040.00 (incl. VAT)

 

Earn 6 CPD points:

4 CPD points on knowledge and  2 CPD points on Ethics and practice Standards

Details

Date:
April 17, 2013
Event Category:

Venue

Protea Hotel
Techno Park, Techno Avenue
Stellenbosch, Western Cape 7600 South Africa
Phone:
021 880 8500

Organizer

Centre for Professional Development
Phone:
(011) 470 6000
Email:
events@fpimail.co.za
Website:
www.fpi.co.za