Income Options at Retirement
R750,00Earn 1 verifiable CPD point.
We discuss the various income options at retirement.
Showing 13–24 of 24 results
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Inter-generational Wealth Planning – Financial Planning Across Generations
R450,00Earn 1 verifiable CPD point
Planning across and for generation to come is an important considerations for financial planners and their clients alike. -
Opportunities from Financial Statements
R750,00Earn 1 verifiable CPD point.
We discuss opportunities from financial statements.
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PROpulsion Summit 2022
R1250,00Earn 4 verifiable CPD points. Recording of the full summit consisting of 7 mini keynotes and 6 panel discussions.
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PROpulsion Tech 2023
R1990,00Earn 13 verifiable CPD points. Recording of the full event consisting of 6 mini keynotes, 6 panel discussions, and 14 demos from tech providers.
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Retirement and Tax
R750,00Earn 1 verifiable CPD point.
We discuss the various tax considerations during different phases of retirement planning.
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Tax Efficient Estate Planning
R450,00Earn 1 Verifiable CPD Points
We discuss important aspects and various mechanisms for tax-efficient estate planning in 2020. -
The sixth pillar of financial planning – ongoing communication and advice
R400,00Earn 0.5 verifiable CPD point
Tshepo Motang, Sales and Key Account Manager at Seed Analytics, discusses the problems experienced by financial advisors, the aspect of regular reporting to clients, and being part of the customers’ different life stages and events.
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The State of Digital in 2022
R450,00Earn 1 verifiable CPD point
12½ trillion hours spent online, a new milestone in internet adoption, and new records for social media use. If you expected digital to return to “business as usual” in 2022, you may want to reset those expectations. Join Rizanne Oosthuisen from ProfileMe and Francois du Toit for this insightful session. -
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Using a share buy-back structure for a buy and sell
R450,00Earn 1 verifiable CPD point.
In this session, we unpack how share-buy backs work, the pros and cons thereof and we consider when (and if) it is a good alternative to a buy and sell arrangement.