Get the latest developments pertaining to Estate Planning.
Estate Planning is important for a number of reasons. From protecting your children and ensuring that your assets end up with chosen beneficiaries to eliminating potential issues and minimizing taxes.
We invite you to join us for this TECHNICAL event that will once again put the spotlight on Estate Planning. Our speaker will be Nick Dekker, CFP® an Estate Planning specialist. Nick will provide an overview of the latest developments pertaining to Estate Planning and examine in more detail the use and proficiency of Trusts and Testaments (Wills).
Nick started his career at Old Mutual and joined Ultima in 2009. During this year, Nick started his own consulting business. With a passion to help people to achieve their financial and lifestyle objectives, Nick specializes in Estate Planning as part of his financial planning proficiency and has completed his advanced diploma in Financial Planning from the University of the Free State.
Date: Thursday, 12 October 2017
Time: 13:30 for 14:00
Venue: Ultima Financial Planners’ Offices
Address: 73 Kariba Street, Lynnwood Glen
For more information contact Nina at 012 348 1386 or [email protected]