2026 Estate and Trust Masterclass
Online Masterclass | 19 August 2026
Estate planning failures often only come to light when it is too late to correct them.
Join us at the 2026 Estate & Trust Masterclass as we unpack the practical estate planning challenges that financial planners and advisors encounter every day.
Why Attend?
• Identify where estate plans commonly fall.
• Understand the risks of outdated documentation.
• Learn how beneficiary nominations can impact outcomes.
• Strengthen your estate planning advice process.
• Improve client outcomes and expectations.
Why You Shouldn’t Miss Out
• A single planning oversight can have lasting consequences.
• Clients expect advisors to understand complex estate planning matters.
• Legislative requirements continue to evolve.
• Learn practical lessons before they become client problems.
Don’t wait until a client’s estate unravels to discover a gap in your advice process.
Workshop Details
Date: 19 August 2026
Venue: This is an online event only; a link will be sent to all paid registrants beforehand to join the live sessions; a recording will also be made available if you can’t attend on the day.
Online Masterclass Pricing
FPI – Designated members – (CFP®, RFP®, FSA®)
R555.00 (inclusive of VAT) per individual.
Non-members
R655.00 (inclusive of VAT) per individual.
Bulk Bookings R555.00 (inclusive of VAT) per individual – Bulk booking requires 10 booked at once.