FPI Estate and Trust Planning Workshop

Join our subject matter experts for a half-day online workshop covering Estate and Trust Planning Workshop which will take place on the 19th of April 2023.

The below will be covered:

• Fatima Osman will cover Legal developments and implications for estate planning
• Louis van Vuren, CFP^® FPSA^® will cover Recent developments in Trusts - linking Court Cases applying to a financial planning perspective
• David Thomson , CFP^® FPSA^®  and Renate Jute, CFP^® FPSA^® will have a panel discussion on Practical Pitfalls in Estate Planning which will be moderated by Nici Macdonald, CFP^®

View speaker bio's here

Online Workshop Details

Date and Time: 19 April 2023 | 08h50 - 12h20 (+2 UTC)
(Registration closes 14 April at 15h00 | Payment needs to reflect or sent by 17 April 17h00)

Venue: Online

(This is an online event only; a link will be sent to all paid registrants beforehand to join the live session; a recording will also be made available if you can’t attend on the day)‍

CPD hours: 3 Verifiable Technical CPD hours

Online Workshop Pricing

FPI - designated members - (CFP^®, RFP^™, FSA^™)

R 450.00 (inclusive of vat) per individual

FPI - non-members

R 550.00 (inclusive of vat) per individual

Bulk Bookings

R 450.00 (inclusive of vat) per individual - Bulk booking requires 10 booked at once.