Tips & Traps of Estate Planning: An Afternoon with Sterling Private Clients
Mon Nov 10, 14:00 - Mon Nov 10, 16:00
The Marine Hermanus
ABOUT
Join Sterling Private Clients for an insightful afternoon at The Marine Hotel, Hermanus, as Janet Hugo, CFP®, and Marleen Michau, FPSA® unpack the tips and traps of estate planning.
Learn how to protect your wealth, minimize unnecessary taxes, and ensure your loved ones are cared for with clarity and confidence. This exclusive session will guide you through practical steps to simplify estate planning, avoid common pitfalls, and create a lasting legacy of order — not confusion.
After the discussion, enjoy canapés and a complimentary wine tasting hosted by Seven Springs Vineyards, while connecting with like-minded professionals and community members.
Contribution: R100 per person (in support of Overstrand Hospice)
Date: Monday, 10 November 2025
Time: 2:00 – 4:00 PM
Venue: The Marine Hotel, Hermanus
Space is limited — reserve your seat today!