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Some of the most emotionally complex conversations planners deal with happen after a client dies, writes Kim Potgieter, CFP®, Managing Director, Chartered Wealth Solutions....
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The FPi Professionals Convention 2026 opened on 7 October with a celebration of World Financial Planning Day, as delegates waved South African flags and joined in the message, “Live your today. Plan your tomorrow.”...
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Some of the most emotionally complex conversations planners deal with happen after a client dies, writes Kim Potgieter, CFP®, Managing Director, Chartered Wealth Solutions....
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