INSTOPP Mentorship - Protecting your business: Succession Planning

Join us for an insightful mentorship session facilitated by Ernes Stander, financial advisor and founder of Concept Boerfin Financial Services, on the topic:

“Protecting Your Business: Key Man Insurance, Succession Planning, and Legacy Protection.”

As practice owners and professionals, we pour years of passion and effort into building something meaningful. But have you considered how your business—and your family—would be protected if you were no longer there?

In this practical and empowering session, Ernes will unpack the essentials of Key Man Insurance, succession planning, and buy-and-sell agreements—showing how these tools can protect your practice, preserve its value, and ensure a smooth transition when needed. You’ll also gain insights on how to shield your loved ones from hefty taxes and executor fees, ensuring your legacy continues with confidence and care.

TIME: 08h00 - 09h00

PLATFORM: MS Teams Webinar

COST: R105 for members

R255 for non-members

PRESENTER: Ernes Stander