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PRETORIA – THE AUGUST FORUMS 2017

August 15, 2017 @ 10:00 am - 3:00 pm UTC+2

SCHEDULE:

  1. Opening and SAIFAA launch by the Chairman, John Kinsley– “Why is there a need for SAIFAA as the Voice of Independent Financial Advisor with the Public, the Regulators,  the Media and the Industry”
  2. David Gluckman of Sanlam Umbrella Funds – “Default Regulations and Living Annuities – issues to consider when retirement funds implement annuity strategies and the experience and learnings to date”
  3. Marc Thomas of Bridge Fund Managers  – “Challenges, risks and solutions for Living Annuities”
  4. Christo Lineveldt of Coronation Fund Managers – “Sharpening your living annuity game: tips for solving the post-retirement puzzle”
  5. Meyer Coetzee of Prescient Investment Management – “Low Cost with Predictability, the Perfect Marriage”
  6. Mark Lapedus of Liberty Investments – The Bold Living Annuity – “An innovative solution to mitigate the risk of eroding capital post retirement”
  7. Announcements & Closure by the Founder of SAIFAA, Derek Smorenburg
Membership Enquiries

Bertie le Roux – 082 443 0509 (Bertie@aliberti.co.za)
Johann Kruger – 083 453 3224 (johann@orenco.co.za)

Presentation Downloads:

https://saifaa.co.za/downloads/presentations/august-forums-2017/SAIFAA August 2017 – Marc Thomas – Bridge.pptx
https://saifaa.co.za/downloads/presentations/august-forums-2017/SAIFAA August 2017 – David Gluckman – Default Regulations-Living Annuities.pdf

Details

Date:
August 15, 2017
Time:
10:00 am - 3:00 pm UTC+2

Organizer

Derek Smorenburg
Phone:
+27 (0) 82 441 5000
Email:
derek44@mweb.co.za
Website:
www.saifaa.co.za
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