- This event has passed.
How to Prepare for Uncertain Times and be Money Smart
July 8, 2020 @ 8:00 pm - 9:00 pm
For immediate release
Philip Kraft, Vilochanee Naidoo and Capital Legacy Team Up in National Savings Month This July 2020 and Present to You:
‘How to Prepare for Uncertain Times and be Money Smart.’
29 June 2020 – Johannesburg, South Africa
Join the online event on Wednesday 8 July 2020 at 8pm as Philip Kraft a leader in the Financial Planning Services Industry, Renowned Author Vilochanee Naidoo and Capital Legacy a long-standing national company have teamed up to help you prepare for uncertain times. July is National Savings Month and now more than ever a lesson we can take from businesses being affected by the national lockdown is to prepare and save for uncertain times. This Power Team will not only be giving you advice, but they are also giving away many prizes, all mentioned below.
Philip, an irrefutable authority in the South African Financial Markets understands the importance to protect his clients as well as his family now and when he is no longer around. Being in the Financial Services industry for a decade, Philip knows that Life can be unexpected and thus by ensuring that a proper Will is in place, he can have peace of mind knowing that his clients and those around him will be taken care of when the unexpected happens by detailing how he will leave his legacy behind via the help of Capital Legacy.
Popular Author Vilochanee Naidoo shares her passion for finance in her latest offering, Money Smart. Being a Master Graduate in her field, with two international accreditations, Vilochanee is qualified to give us the advice she so eloquently and understandably writes about. As a lecturer for the Chartered Institute of Purchasing and Supply (CIPS), Vilochanee has a wealth of product and market knowledge across various industries, including finance-savvy personal products.
Capital Legacy is a leader in the industry, with a national team of consultants who are all too ready to assist you and they understand the importance to have a proper Will in place to protect your loved ones when you are no longer around.
Topics that will be covered at this online event:
- Budgeting, Savings Plans, Investments, and shopping tips
- Calculating the value of your car and property to ensure that you are saving in the current times
- Wills and Trusts and how Capital Legacy will save you money
- Understanding the difference between rental assets and how to maximise these: cash, bonds, equity, and property with any related risks
- Understanding when and why you should update your Will
- The Capital Legacy Protection Plan and how this will save your estate taxes and costs.
Now, it is your chance to Win!
We have a few prizes up for grabs on the day:
1) Philip Kraft and Capital Legacy will be giving away 3 X R1000 gift vouchers of your choice courtesy to help you get the second half of the year off to a great financial start
2) You could win a 1 hour budget coaching session with Vilochanee Naidoo to help you plan for your family’s financial future correctly.
3) You could win 1 of 3 e-Books, by Author Vilochanee Naidoo titled ‘Money Smart’
For you to win please follow the speakers and promote the event by tagging the speakers and Capital Legacy. Winners announced at the event so best you be there:
Date: Wednesday 8 July 2020
Time: 20:00 to 21:15
Book on Quicket: https://qkt.io/JIMI56
Connect with our panel on Social Media:
Money Smart can be bought hardcopy from as little as R350 or eBook for R199 or via kindle at R66. More information about the book can be found at: www.money-smartbook.com
Contact details for the office of Philip Kraft and his team:
Office Number: 010 025 0259
Mobile Number: 083 701 0447
Visit his profile: https://www.sfpadvice.co.za/individualclients/Pages/find-an-adviser.aspx
Follow the conversation: #KraftAdvice #MoneySmart #SavingsMonth
About Capital Legacy:
Capital Legacy focus on assisting their clients, by making a difference when it really counts…
There are many unexpected legal fees associated with any estate when someone passes. These fees can often cause incredible cash flow problems or worse yet, eat into the heritance of the various loved one’s it was intended for, those being the beneficiaries of the Will. These fees include Executors Fees, Testamentary Trust Fees, Conveyance Attorney Fees and Non-Estate Asset Administration Fees, amongst others that are charged as a percentage of your total estate. You can thus quickly see how these expenses can up fast.
There are also unforeseen costs that can occur after passing that can cripple your beneficiaries in the form of immediate funeral expenses, initial overheads (Masters Fees, property clearances etc.), monthly overheads e.g. education fees, medical aid bills, hospital fees, specialist fees, rates and taxes, water and electricity, levies, should we continue? In the worst-case scenario of you and your spouse passing away, exponentially high inheritance taxes.
All these costs can be covered through the unique solution offered by Capital Legacy in the form of their Legacy Protection Plan™. The Legacy Protection Plan™ accompanies your Will to protect you and your loved ones from exorbitant legal fees when you pass away, not only creating ease of cash flow, but also peace of mind for you today.
For more information visit their website on: https://www.capitallegacy.co.za
Follow Capital Legacy on Social Media:
For Media interviews please contact:
Björn L. Salsone from TNC Marketing and PR
Mobile: 072 766 2814
@tncmarketingza on all major Social Media Platforms.