Process and approach to preservation and access to retirement savings

The Financial Planning Institute of Southern Africa (FPI) will be hosting a Live Online Retirement and Investment Workshop.

Join the FPI as we will be addressing planning for retirement during a pandemic. We will be joined by National Treasury in a discussion on recent legislation. An Economic update will be among the subjects of discussion.

We delve into risk profiling as a suitable component of sustainability as we close off the event with a panel discussion made up of industry experts.

The Online workshop will address the following topics:

• Retirement Planning in a Pandemic by Wouter Fourie, CFP® and Bruce Cameron
• Economic Update by Dawie Roodt
• Retirement Reform by Basil Maseko from National Treasury
• The Role of Financial Planners as Money Doctors by Dr Prince Sarpong, CFP®
• Risk Profiling as a component of Sustainability, panel discussion with:
• Lelane Bezuidenhout, CFP®
• David Kop, CFP®
• Anton Swanepoel, CFP®
• Solani Baloyi, CFP®

Event Details:

Date: 05th August 2021
Time: 08h45 – 16h00
CPD: 5.5 Verifiable Technical CPD Hours
Link: The workshop link will be shared upon payment confirmation
Cost - FPI Member: R500.00
Cost - Non-Member: R750.00

find out more and register here