FREE LIVE WEBINAR

Wills, Estate Administration & Succession Planning
Putting your affairs in order for peace of mind

Wednesday 27 May 2020 from 1 - 2 pm​​​​​​​

About The Webinar

The threat of COVID-19 has no doubt driven everyone’s attention to the uncertainty of life, as well as the reality and possibility of getting infected. The pandemic will abate eventually but your succession planning will have multi-generational ramifications. Ironically, given the current state of global insecurity, having a Will will leave you and your family feeling in control again and prepared for the unknown.

Wills are not only for the old or rich but for everyone who wants to plan their future and that of their family. Life can be unexpected, and it will benefit your family if you prepare for the unexpected. A Will is an essential part of any estate plan and it outlines what should happen to your assets, how your loved ones will inherit, selecting a guardian for your minor child, and continuing or selling off your family business upon your death. Thinking about what happens after you pass on is not fun, but it is critical that you don’t ignore it either. If you have life, hospital and funeral policies, then, why not a Will and cover for the ‘costs of dying’?
 
 “Death is the destination we all share, and no one has ever escaped it.”
                                                                 Steve Jobs
 
Join experts from Capital Legacy as they guide you on the non-complexities and nuances of succession planning. Some of the questions they will address during the webinar are:
 

  • Have you considered the ‘cost of dying’ in your estate planning?
  • Have you considered the solutions available to you?
  • Should you review and update your Will now?
  • What solutions are available to you as a client during Lockdown to meet your estate planning needs?
  • What resources are available to you as an intermediary to meet your clients’ needs during Lockdown?
  • What future initiatives that will become available and will meet your estate planning needs?

 
Your questions are welcome during the live webinar.
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  • Alex Simeonides, Chief Executive Officer, Capital Legacy
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    Alex is responsible for the manifestation of the company vision through the setting of tangible, annual goals, and ensuring these are attained and often-times exceeded. Alex is an experienced financial advisor who has worked for both Discovery and Liberty Life Ltd, ranking as top advisor for several years, for each company.

  • Brandon Garbutt, Managing Director, Capital Legacy
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    Brandon has been in the financial services industry for more than 16 years. He holds a Master’s in Business Administration (MBA) as well as a Marketing Degree. Brandon was one of the top 3 finalists in 2013 for the ‘Rising Star Award’ in the financial sector category. Brandon’s previous positions included various senior positions at the likes of Discovery and Liberty Life.

  • James Lennox will be moderating the webinar.

    He spent six years anchoring prime-time Sport for 24-hour independent South African news channel, eNCA, until 2015. He spent 14 years in Octagon Marketing, creating and developing content strategy for Coca-Cola, Engen, MTN, Standard Bank, Sony, etc.

  •  About Capital Legacy

    Since its inception, Capital Legacy has become the leader in the provision of Wills, legacy planning products and estate administration, in South Africa. Capital Legacy is passionate about providing efficient, convenient and holistic solutions through the use of indemnification and integration to the challenges clients face within the fiduciary industry. African Rainbow Capital (ARC), the empowerment investment holding company, acquired a 25% shareholding in Capital Legacy, in 2019. Capital Legacy is underwritten by Guardrisk Ltd and is an Authorised Financial Services provider. For further information, please visit their website at https://www.capitallegacy.co.za/covid19/

  •  About M&G webinars
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    For any queries or if you are interested to be a Partner Sponsor for M&G Webinars, contact [email protected] or visit https://mg.co.za/webinars/

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  • Alex Simeonides

    Chief Executive Officer, Capital Legacy

  • Brandon Garbutt

    Managing Director, Capital Legacy

  • James Lennox

    Will be moderating the webinar

  • Mail and Guardian

    M&G Chat Moderator

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