Learning objectives  

By the end of this event the participant should: 

• Understand that your company legal structure may carry hidden risks; 

• Understand what can you do to overcome these hidden risks.  

• Understand the risks that face a business including debt, cashflow, the lack of long term thinking and the lack of diversification; 

• Understand wealth creation options including re-investing in the business and succession planning; and 

• Understand the types of and importance of business assurance.  

Content   

This webinar covers the following topics: 

• Hidden risks in company legal structures. 

• Overcoming hidden risks. 

  • Cashflow. 

  • Mounting debt. 

  • Long term thinking. 

  • Lack of diversification. 

• How to create wealth. 

• A look at business assurance. 

Obtaining your CPD certificate 

  This webinar is free and does not qualify you for CPD hours.  

About the presenter 

Bruce Fleming  

Bruce holds a B.Com. LLB degree from the University of KZN (Pietermaritzburg). He is a Certified Financial Planner (CFP®) and holds an Advanced Postgraduate Diploma in Financial Planning from the University of the Free State. He has 27 years’ experience in the financial services industry having been a Wills Consultant with Old Mutual Trust, a Legal Advisor with Old Mutual, a Practice Development manager with Acsis SA (Pty) Ltd, the Executive Head of private clients (Western Cape) Consolidated Financial Planning (Pty) Ltd and is currently a Senior Financial planner with Private Wealth Management (Pty) Ltd. Bruce has also been Chairman and Secretary of the Western Cape region of the Financial Planning Institute of Southern Africa. In 2016 he was awarded the prestigious Financial Planner of the Year award from the Financial Planning Institute of Southern Africa. 

Who should attend? 

  The following persons will benefit from attending this webinar: 

• Professional Accountants including: RA, CA(SA), Professional Accountant (SA) and BAP(SA). 

• Accounting/Auditing Practice Owners. 

Price 

This webinar is free. 

Steps to register for the event:  

If you already have a profile, login and register for the webinar. 

If you don’t have a profile, create a free profile then login and register for the webinar. 

Click here  to create a free profile (There is no charge to create a profile and gain access to our free Monthly Practice Management Series). 

Click here  to find out about the Technical Resource Centre & CPD Subscription options. 

Additional material 

  By attending this webinar you will be provided with: 

• Summarised slide presentation. 

• Reference documents and/or course material where available. 

• You can ask questions during the webinar and you will also have access to me the presenter after the webinar.