Loading Events

« All Events

  • This event has passed.

FPI Estate Planning Workshop – Western Cape

April 16, 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 16, 2013
Event Category:

Venue

Crystal Towers Hotel and Spa
Cnr Century Boulevard and Rialto Road, Century City
Cape Town, Western Cape 7441 South Africa
+ Google Map
Phone:
021 525 3889

Organizer

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