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August 2019

man playing chess

7 powerful habits to build a legendary financial services practice

August 27, 2019 @ 08:30 - 09:30
Online Webinar,

7 powerful habits that will help financial professionals build the practice of their dreams, much quicker than they may experience currently or than they think possible.

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September 2019

Buy and Sell Pitfalls and Implications

September 18, 2019 @ 08:30 - 09:30
Online Webinar,

Buy and Sell Arrangements are simple in concept, but hold many pitfalls and implications that Financial Planners and Advisors must consider. In this webinar, we discuss valuation pitfalls, income tax and estate duty implications, is share buy-back an option and aspects particular to healthcare professionals. When Wednesday 18 September 2019…

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November 2019

question marks with text

9 opportunities from a client’s Income Tax assessment

November 26, 2019 @ 08:30 - 09:30
Online Webinar,

In this webinar, we discuss the 9 opportunities that are waiting to be discovered in a client’s income tax assessment. We use a real client’s income tax assessment to make this practical. When Tuesday 26 September 2019 8.30am - 9.30am Register here Click here to register CPD We await approval…

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February 2020

Employing Technology to Enhance Your Practice in 2020

February 25 @ 08:30 - 10:00
Online Webinar,

Technology is not what disrupts. It is not what makes us more innovative. Technology is an enabler. It is what gives us the opportunity and the power to be innovative, more efficient and to disrupt the way we deliver our services and advice to clients. ​ YOU ARE INVITED In…

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