Loading Events

Past Events › Session Priveé

Events Search and Views Navigation

Event Views Navigation

November 2018

Session-Privee-Crucial-Income-Tax-Aspects

Crucial Income Tax Aspects

November 20, 2018 @ 09:00 - 12:00
Ana Paula’s Coffee Shop, 14 Sarel Oosthuizen Street
Krugersdorp, Gauteng 1739
+ Google Map

We discuss the most crucial aspects of Income Tax in a financial planning context, including the many opportunities that it holds.  There are 9 business and value adding opportunities that can be identified from an IT34 assessment for an individual.  We discuss these and how to explore these opportunities. Join us…

Find out more »

February 2019

Session Privee - How a simple mistake cost an adviser over R 200k

Session Privée: Ethics – How a simple mistake cost an adviser over R 200k

February 19, 2019 @ 09:30 - 11:30
Ana Paula’s Coffee Shop, 14 Sarel Oosthuizen Street
Krugersdorp, Gauteng 1739
+ Google Map

Earn 1.5 CPD points/hours for ETHICS

Find out more »

March 2019

Session Privée Personal Income Tax for Financial Planning Case Study

Session Privée: Personal Income Tax for Financial Planning Case Study

March 12, 2019 @ 09:30 - 12:00
Ana Paula’s Coffee Shop, 14 Sarel Oosthuizen Street
Krugersdorp, Gauteng 1739
+ Google Map

Earn 2 CPD points/hours

Find out more »

April 2019

Session Privée Estate Planning Case Study

Session Privée: Estate Planning Case Study

April 9, 2019 @ 09:30 - 12:30
Ana Paula’s Coffee Shop, 14 Sarel Oosthuizen Street
Krugersdorp, Gauteng 1739
+ Google Map

Earn 2.5 CPD points/hours

Find out more »

May 2019

Session Privée Linkedin for Fincial Professionals

Session Privée: Linkedin for Financial Professionals

May 21, 2019 @ 09:30 - 14:00
Ana Paula’s Coffee Shop, 14 Sarel Oosthuizen Street
Krugersdorp, Gauteng 1739
+ Google Map

You will earn CPD points - we will confirm the number shortly

Find out more »

July 2019

Session Privée Save the date

Session Privée: save the date

July 9, 2019 @ 09:30 - 12:30

We will announce the topic and details closer to the time.

Find out more »

August 2019

Session Privée Save the date

Session Privée: Save the date

August 20, 2019 @ 09:30 - 12:30

We will announce the topic and details closer to the time.

Find out more »

September 2019

Session Privée Save the date

Session Privée: Save the date

September 10, 2019 @ 09:30 - 12:30

We will announce the topic and details closer to the time.

Find out more »
+ Export Events

Updates: SA CORONA VIRUS CENTRE