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Workshop: 2020 Retirement and Investment Online Forum

Workshop: 2020 Retirement and Investment Online Forum
17 & 28 September

This is a two-day event.

Join Kobus Kuhn for the Retirement section of this virtual session on 17th September 2020 at 09h00. 
The Investment section will be presented in November, the date will be confirmed in the next coming weeks.

Meet Kobus Kuhn

Kobus is an independent financial planner at Profkon. In 2016 he completed his postgraduate Diploma in Financial Planning as well as his Advanced postgraduate Diploma specializing in investment planning in 2017. Kobus is very involved in the profession. He serves on numerous committees with the FPI and participates in initiatives like the judging of the FSCA Financial Literacy speech competition. 
He believes that financial planners play an imperative role in the life of the client and has made it his personal mission to serve out this role and make his mark in the profession.  

Seminar Details:

Date: Thursday, 17 September 2020.
Time: 09h00 - 12h30
CPD:  4 Verifiable Technical CPD Hours
Cost: R 750.00 Members
R 900.00 Non-members

Online event only.
Link to be sent to registrants beforehand.

Programme - 17 September 2020

09:00

Introduction and Welcome by the FPI

09:30

Retirement Statistics in South Africa

10:00

Best Performing Reg. 28 compliant unit trusts in South Africa during the past year

10:30

Tea Break

11:00

Reasons why Retirement Planning may fail

11:30

The use of alternative investment vehicles as opposed to standard Retirement products to save for Retirement and a comparison of the returns, fees and tax effects of the alternative vehicles as opposed to Standard Retirement Products

12:30

Closure

Programme - 28 September 2020

13:15

Introduction and Welcome by the FPI

13:30

A look into the future of Investments and Returns to expect, based on the economy and effects of COVID

14:30

Overseas Investment options and different vehicles available to invest in internationally.

15:30

Tax Effects on Investments (local and various international investments vehicles) 

16:00

BEE Investment Vehicles available in South Africa

16:30

Closure

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

 


When
9/17/2020 9:00 AM - 1:00 PM