Learn from industry experts - Retirement & Investment Masterclass

Retirement and investment planning continues to evolve, requiring financial planners to stay informed about regulatory developments, tax considerations, and changing client behaviours.

Join the FPI Retirement & Investment Masterclass on 13 May 2026 to gain practical insights from industry experts and strengthen your advisory approach.

THIS MASTERCLASS WILL HELP YOU:

• Navigate the Two-Pot retirement system with greater confidence
• Strengthen portfolio construction decisions in volatile markets

• Improve tax-efficient retirement income strategies

• Support clients through behavioural challenges affecting financial decisions

MASTERCLASS SESSIONS

Two-Pot System & Modern Retirement Fund Strategies Practical insights into the implementation of the Two-Pot system, including withdrawal decisions, compliance considerations, and retirement sustainability;

Advanced Investment Strategies & Portfolio Construction Explore portfolio construction approaches for volatile markets, offshore diversification strategies, and practical product selection frameworks;

Tax Planning for Multi-Income & Retirement Investors Understand tax-efficient investment structures, withdrawal sequencing strategies, and key SARS considerations affecting retirement investors;

Behavioural Finance in Retirement & Investment Decisions This session will explore the behavioural biases that influence financial decision-making and provides practical coaching tools advisors can use to support clients.

Event Details

Date: 13 May 2026
Time: 08h30 – 12h00
Format: Online
CPD: Technical 3 CPD

Join fellow professionals and earn your CPD while strengthening the strategies that drive better client outcomes.