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EAPA-SA EduWeb Seminar: Financial Literacy, The Vaccine for Employee Wellness in a Post-Covid World
Moremadi Mabule
Head of Wills @Sanlam

Moremadi Mabule is the Head of Wills operations at Sanlam Trust. She holds an LLB and BA Law degrees. She has 14 years’ experience in Will Drafting and Estate Planning.

Sanlam Trust is Sanlam’s fiduciary business. Our services include drafting, reviewing and safekeeping of Wills, administration of solvent deceased estates, drafting of trust deeds, acting as trustees of trusts, as well as managing funds for minors through the Sanlam Trust Beneficiary Fund.

Learning Objectives:

1. The attendees will understands the requirements of a valid will.
2. The attendees will be able to explain different types of marital regimes applicable in
South Africa and some of the other countries.
3. The attendees will be more informed about the risk of dying intestate. (without a will)

Mr Deon Theunis
Head: Intermediary Sanlam

Deon Theunis is a certified financial planner with a vast amount of experience in the financial services industry. He is passionate about helping clients understand their financial planning risk needs and the benefits that can satisfy those needs.

The Covid-19 pandemic has exposed the lack of financial preparedness of many employees not only in South Africa, but across the world. The lower income segments mostly bore the brunt of this black swan event. The impact thereof will be felt for years to come.

Learning Objectives:

1. Understand employee risk needs and the solutions that satisfy these needs
2. Understand the impact and associated cost of cognitive impairment on living benefits
3. Demonstrate how proper financial planning could possibly improve cash flow.

Dec 7, 2021 10:00 AM in Johannesburg

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