Personal Financial and Estate Planning Workshop

DateVenueAddressPointsStatus
4 Nov 2009PretoriaBDO Spencer Steward, Training Room, 1st Floor, 457 Rodericks Road, Lynnwood 3.5Closed 
18 Nov 2009JohannesburgCountry Club Johannesburg, Woodmead 3.5Closed 

Half Day Programme

The need to manage one's own financial affairs is a key life skill and increasingly important in a world where change is the norm and little can be taken for granted. This is the strategic planning that everyone should do but most of us just do not seem to get around to it until it is too late! .

Who should attend?

The workshop is a practical one aimed at covering all the key issues that you need to understand in order to manage your affairs and that of your family and to ensure that your estate is both orderly and properly structured in the event of death. The course has been run successfully in centres all around the country with very positive feedback from delegates.

Course Content

  • What /why financial planning
  • Investment concepts
  • Investments tools and mediums
  • Personal budgeting
  • Home ownership vs rental
  • Investment properties
  • The impact of taxation on investment.
  • Stock Exchange investing-an overview
  • Retirement vehicles-pension funds etc
  • Capital gains tax
  • Lifestyle issues on retirement
  • Fundamentals of estate planning
  • Trusts in estate planning
  • Estate planning exercises

Course Presenter-Tim Fearnhead

Tim Fearnhead is a Chartered Accountant and a former partner at Deloitte for 21 years. He joined Nedbank in 1997 where he held a number of senior financial positions in the Bank and completed a Higher Diploma in Banking Law in 2002. He is now a Consultant with BDO Spencer Steward Financial Services (Gauteng) Pty Ltd, which is an alliance training partner of The SA Institute of Chartered Accountants. Tim is a trustee on numerous trusts, consults regularly with clients on Investment and Estate planning and brings a wealth of practical experience to the topic.

Details

Pretoria
Date:
4 November 2009

Time: 08:30 - 13:00

Venue: BDO Spencer Steward - Training Room, 1st Floor, 457 Rodericks Road. Lynnwood, Pretoria
Refreshments will be provided.

CPD Points:
3.5

Johannesburg
Date:
18 November 2009

Time: 08:30 - 13:00

Venue: The Country Club Johannesburg - Woodmead (Starling Room)
Refreshments will be provided.

CPD Points:
3.5

Programme Investment:

R640.00
(excl. VAT)

A 10% discount is offered for two or more people from the same company

To Book

Visit www.bdo.co.za, click on "Events" . Alternatively, email Celeste de Freitas .

Directions

Directions from Jhb Int Airport to the Country Club Johannesburg:
N3 North Pretoria
M1 South Johannesburg
Take Woodmead Drive Offramp
Right onto Woodmead Dr
Left into Woodlands Dr
Right into Lincoln St
First left into Country Club

Directions from Pretoria to the Country Club Johannesburg:
N1 South Johannesburg
M1 South Johannesburg
Take Woodmead Drive Offramp
Right onto Woodmead Dr
Left into Woodlands Dr
Right into Lincoln St
First left into Country Club

Directions from Jhb CBD / Sandton to the Country Club Johannesburg:
M1 North Pretoria
Take Woodmead Drive Offramp
Left onto Woodmead Dr
Left into Woodlands Dr
Right into Lincoln St
First left into Country Club

Click here to view the map

Please note:

On receipt of your booking form your place will be confirmed and you will be responsible for the full course fee. Please deposit the full amount into:
Account Name: BDO Spencer Steward Financial Services (Gauteng) Pty Ltd
Account No: 1944 146 709
Branch No: Nedbank, 194 405

  • Please quote your surname and date attending as your reference on the deposit slip.
  • Please send confirmation of your deposit to
  • Cancellation Fees
    • up to 14 days prior to course – 30% of course fee
    • less than 14 days prior to course – 80% of course fee