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Sandton Workshop – September 2018

September 14, 2018 @ 8:30 am - 3:30 pm UTC+2

PROTECTING YOUR CLIENTS & PRACTICES FROM THE DEFAULT ‘IN-FUND IFA CRISIS’ DISRUPTOR REGULATIONS

THE PSYCHOLOGY OF RETIREMENT & THE JOURNEY INTO RETIREMENT

SAIFAA & Momentum FundsAtWork has facilitated a ‘SA FIRST’ market overview of the Default Disruptor Regulations that will impact on all Independent Financial Advisors (IFAs), their Clients and Practices from March 2019  plus a ‘SA FIRST’ The Psychology of the Retirement Journey Workshops!

Schedule:

  • 08:30 to 09:45  Coffee, Tea, Networking & Welcome – Derek Smorenburg, SAIFAA CEO and Founder  
  • 09:45 to 10:30   PART ONE: “Default Retirement Regulations – embrace the opportunities to achieve more together” – Katherine Barker, Head, Momentum FundsAtWork
  • 10:30 to 11:15  “The Psychology of Retirement” – Dr Hannetjie van Zyl-Edeling – BSc Dietetics (Cum Laude ); Diploma in Hospital Dietetics; Honours degree (Cum Laude) in Psychology – RAU); Master’s degree in psychology at UNISA
  • 11:15 to 11:30  Comfort Break
  • 11:30 to 12:15  “Preparing Clients and Spouses for Retirement well before the date & How to engage with the Family during the post-retirement client journey (what role should they play?)” – ‘The Rewire Don’t Retire Book’ –  Paul Britton, The Bridge Fulfilling Retirement Program
  • 12:15 to 13:00  “Powers of Attorney, Curatorship’s & Legal Costs (A problem when Dementia arrives)” – Lize de la Harpe, Glacier, the author of ‘Power of Attorney in South Africa – the Shortfalls’ article”
  • 13:00 to 13:45  Light Lunch
  • 13:45 to 14:30  “Trends in the retirement accommodation industry – the baby boomer generation, ownership models (life right, sectional title, share block etc.), the care dilemma (funding primary, home-based, frail & dementia care) and the implication of outliving retirement income (levy inflation, post-retirement healthcare, access to emergency capital in retirement etc)” –  Arthur Case, Evergreen Group CEO
  • 14:30 to 15:15  PART TWO – Seven Vital Questions posed by SAIFAA of the major Umbrella Funds and Practical Practice Steps to Protecting your Clients & Practices when they get that ‘Benefit Counsellor Approach from their Pension, Provident or Retirement Annuity Fund‘ – Derek Smorenburg SAIFAA CEO & Founder
  • 15:15 to 15:20 Closure and Networking

 

COSTS & DELEGATE NOTES

NOTE 1: The cost of attendance by “SAIFAA Paid-Up Members and Support Staff” will be R500 each (EFT) that includes the cost of a) the ‘Rewire Don’t Retire’ book, b) the Attendance Certificate, c) the cost of catering, d) the expensive cost of CPD Points, e) appearance and travel costs of certain professional speakers, f) special handout printing, g) management, h) catering/venues

NOTE 2: Non-Members are welcome to reserve their seats at a cost of R1 000 per delegate (EFT) or if an IFA wishing to Join SAIFAA before 1st September 2018 at a discounted rate of R2 000 (R2 500 including the workshops) by contacting the Workshop Convener for invoice etc – Derek Smorenburg at derek44@mweb.co.za – 082 441 5000 –  website: https://saifaa.co.za/

NOTE 3:  Pre-Workshop Reading; Delegates will be provided and are advised to read the a) ‘Power of Attorney in South Africa – the Shortfalls’ article as all Clients will, over time, be exposed the challenge of the current “power of attorney and the enforced appointment of curatorship’s” as a result of Dementia etc that could destroy many well planned investment structures set up by our SAIFAA Members or their IFAs, b) The Costs of Frail Care overview by Finfocus and c) Alexander Forbes Dementia Facts Research

NOTE 4: Delegate CPD Points and an Attendance Certificate will be provided by the FPI and SAIFAA

NOTE 5: Delegates will be provided with the ‘Rewire Don’t Retire’ book that they should consider supplying to all their clients and to encourage their clients to commence planning for their retirement journey at least 5 years beforehand.

Details

Date:
September 14, 2018
Time:
8:30 am - 3:30 pm UTC+2

Organizer

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

Venue

Sandton
11 Alice Lane
Sandton, Gauteng 2191 South Africa
+ Google Map
Phone:
0824415000
Website:
www.saifaa.co.za
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