SAPEPAA Strategy Session - May 14
Thu, May 14
|Zoom
Join SAPEPAA Chair Grant Abbott for a high-impact Adviser Strategy Session on May 14, 2026. Discover practical tax saving and family wealth protection strategies designed for tax return season, along with powerful planning ideas to help clients navigate uncertain economic times in 2026 and beyond.
Time & Location
May 14, 2026, 11:00 AM – 2:00 PM
Zoom
About the event
Join SAPEPAA Chair and family wealth strategist Grant Abbott for an exclusive 3-hour SAPEPAA Adviser Strategy Session on Thursday 14 May 2026 at 11:00AM.
As advisers move into tax return season and clients face increasing economic uncertainty, this special session is designed to provide practical, high-value strategies that combine tax effectiveness with long-term family wealth protection.
Grant will share a range of strategic planning opportunities advisers can implement immediately with business owners, family groups, and high-net-worth clients — focusing not just on tax savings, but on protecting wealth in an increasingly uncertain world.
This powerful session will cover:
Tax saving strategies leading into tax return season
Wealth protection structures for families and business owners