Time & Location
21 July 2025, 9:00 am AEST – 23 July 2025, 5:00 pm AEST
Robina, Robina Town Centre Dr, Robina QLD 4226, Australia
About this event
There is a high demand for professionals who can manage a family’s succession plan and provide all-around asset protection – both during and after death, plus set in place dynamic estate planning using Living Trusts, SMSFs, Wills, and testamentary trusts (tinderboxes for family provisions claims).
If you are an accountant or financial planner looking to advance to become a Succession, Asset Protection and Estate Planning Adviser – or as we know it, a Family Wealth Protector, then the SAPEPAA Accreditation Course is for you.
"I loved the Course and it has given me so much confidence to discuss with clients the need to protect their families wealth for their bloodline. It has changed the way I think and my clients are so engaged. I have reinvigorated my accounting business by adding new back office staff to take away some of my tax compliance giving me time and space to do more profitable work. Currently I have $75,000 of SAPEP work in the pipeline. Best thing I have ever done and great to be part of a new SAPEP community." Mitch Schoers, AMS Business and Tax Advisers, Sunshine Coast
Who is SAPEPAA?
The Succession, Asset Protection, and Estate Planning Advisers Association is an independent, not-for-profit association that offers accreditation for SAPEP Advisers. As a SAPEP Adviser, being one of the first few hundred in Australia, the opportunities are endless. If you complete the course, you can become an Accredited SAPEPAA Adviser through the Association's certification process. For more information on SAPEPAA - www.sapepaa.org.au
Live streaming:
https://www.lightyeartraininggroup.com.au/event-details/sapepaa-accreditation-course-live-streaming-2
Learn the Strategies and SAPEP solutions, talk to clients about them, action them, and use our Success Tool to measure your success.
Also check out other Workshops in Robina.
