Trusts. Wills. Scheduling tools. Everything you need to run smoother, serve better, and scale smarter!

Join us for the next South Africa IFA First Friday session, where we bring together insights, tools, and partnership opportunities designed specifically for South African independent financial advisors.

DATE - Friday, 5 September 2025
TIME -  08h30 – 09h30

MAIN DISCUSSION: Wills & Deceased Estates

Jan L Jordaan & Co specialise in the administration of deceased estates and the drafting of wills. Jan will present a simple and practical partnership model for member-aligned IFAs, with a focus on:

• Enhancing client service through proactive estate planning
• Seamless administration with reliable legal backup
• Unlocking value through collaboration

“We believe that joining forces can yield significant benefits and create a mutually beneficial partnership that enhances our respective strengths and services.”
— Jan Jordaan

TOOL DEMO: EasyScheduleApp: Smarter scheduling for financial advisors

Tired of endless email ping-pong just to book a client meeting? Ludré Stevens will demo EasyScheduleApp, a clean, secure, and privacy-friendly solution built for advisors.

• Share a simple booking link – or send a quick poll
• No calendar access needed (unless you want it)
• Save time and protect client data

SAIFAA Members Special Offer: We will be sharing a promo code in the session to claim a free one-year license.