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August 2022 Workshop
August 18, 2022 @ 9:30 am - 11:30 am
Topic: When I'm Gone
Death is a part of life and is going to happen to you and your loved ones at some point in time, despite being something we don’t like to think about or plan for. However, you have the ability to make it less of a burden and administrative nightmare and also avoid some of the unnecessary costs with some thoughtful planning and important conversations.
In this informative workshop Susan will explain how this complicated process works. She will demystify the jargon and help you understand what you can do now to prevent not only paying too much in fees, but also avoid businesses and families being put into jeopardy while things are being wrapped up and dealt with over what is often a lengthy and cumbersome process. Susan will be sharing valuable and practical tips on the things you can now do to lessen this burden on your family and ensure those you love are protected- after all Knowledge is Power.
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Presenter: Susan Mercer
Susan Mercer is a passionate believer that financial education is a key ingredient for success. “It does not matter what age you start, what matters is that you never stop”. She is set apart from other financial planners with her holistic approach to financial planning and her deep desire to educate her clients.
Susan Mercer is a sought after, fee-based, financial planner and wealth coach. Susan is a certified financial planner (CFP) who also holds a postgraduate diploma in Financial Planning with UFS, A Financial Coaching, Diploma with Stellenbosch University, Neurological Brain Based Coaching with Results coaching, an advanced diploma in estates, trusts and estate administration with UFS as well as has a Diploma in Tax with University of Pretoria.
Susan is also a regular financial commentator and has featured in Cosmopolitan, Psychologies, Personal Finance, Real Simple Magazine, Mum’s Mail, ALL4WOMAN’s website and the Get It Community Magazine.
She has had her own financial planning practice since 2002 and prior to that spent many years in the financial sector where she identified a key ingredient that was missing – educating the client to understand their own financial affairs and the financial products that they are buying. Her passion is financial education and she is a well-known speaker, coach and educator. She gives workshops, attends workshops and believes in constantly empowering herself and others with new knowledge.