Live Online Session: 2021 Retirement and Investment

Live Online Session: 2021 Retirement and Investment
FPI CPD Approval FPI21070043
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The Financial Planning Institute of Southern Africa (FPI) will be hosting a Live Online Retirement and Investment Workshop on the 5th of August 2021.

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®

Meet the speakers:

Anton  Swanepoel, CFP®  Basil Maseko   
Bruce Cameron   David Kop, CFP®  
Dawie Roodt   Dr. Prince Sarpong

Solani Baloyi, CFP®
Wouter Fourie, CFP® 

FPI CEO: Lelane Bezuidenhout, CFP®




Event Details:
5 August 2021
Time: 08h45 – 16h00
CPD: 5.5 Technical Verifiable CPD hours
COB Category: Investments | Pension Fund Benefits
Financial Planning: Asset Management | Retirement Planning | Tax Planning
Financial Advice: Investments & Investment Risk | Pension & Retirement | Taxation as it related to Financial Services

FPI Designated Member (CFP®, RFPTM, FSATM) R500.00
Non-Member: R750.00
This is an online event only, a link will be sent to all paid registrants beforehand in order to join the live session

Please make sure that after you've registered, you proceed to checkout and submit order to secure your registration

If you can't make the live session, not to worry, you can still register and pay to access the recording once the workshop concludes and once it has been viewed, CPD will be loaded onto your profile.
Access the recording below (Will be available 5-7 working days after the live session takes place):
Username: Member Number
Password: Member Number
(Click on Member number in order to retrieve it)

8/5/2021 8:45 AM - 4:00 PM

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