Webinar: Deceased Estates

Webinar: Deceased Estates
To register for any of the sessions listed below, please make sure that you are signed in if you already have a profile with us. If not, please click on sign in / register and create a profile. Once you are logged in, the register button will become available to you.




Join the Financial Planning Institute of Southern Africa (FPI) and Lauren Walker for an hour long webinar which is scheduled to take place on the 5th of October 2021 at 11h00.

In this webinar, Lauren will go in depth about beneficiaries receiving inheritances of an offshore asset and how their residency status affects the solution that is applied in order for the funds to be remitted offshore. 
Lauren will look at inheritances received by a beneficiary who is temporarily living abroad, an inheritance received by a beneficiary who is permanently living abroad and concluded Tax Migration as well as inheritance received by a beneficiary who is a Bona-Fide Non-Resident. 
Lauren will also discuss how to retain the inheritance offshore once the beneficiary has become entitled to the foreign asset without having to re-externalize the funds.

Webinar Details:
Date & Time: 5 October 2021 | 11h00 - 12h00
CPD: TBC
COB Category: TBC
Financial Planning: TBC
Financial Advice: TBC
Cost FPI Member: Complimentary (Registration required for live session, link will be sent beforehand and will also available on the E-learning portal)
Cost Non-Member: R250 


Meet the speaker - Lauren Walker
Lauren’s enthusiasm for people, sales and numbers have been the driving force that made her excel in her financial services career. She started at 1st Contract in 2007, helping the FX team with their Business Development. She next worked at Bidvest Bank, managing the Cape Region’s Corporate FX Sales team. In 2015, she was included in the Bidvest Academy. In 2016, Lauren won the Regional Leadership Award. She then ascended to an area head-position, managing all branch and business banking in the greater Cape Region. In mid-2018, she joined Currency Partners. As the Head of Business Development at Currency Partners, Lauren can leverage her years of experience to manage and optimise sales, products and distribution, growing the business in the process. In her spare time, Lauren enjoys a game of golf and being the best mom possible to her two young boys.

Please make sure that after you've registered, you proceed to checkout and submit order to secure your registration

Cannot make the live session? Not to worry, you can still register to access the recording and once it has been viewed and assessment has been passed, CPD will be loaded onto your profile. Access the recording and assessment below:
http://fpi.learntech.co.za/
Username: Member Number
Password: Member Number
(Click on Member number in order to retrieve it)

When
10/5/2021 11:00 AM - 12:00 PM

Sign In