- 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”
- 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”
- Marc Thomas of Bridge Fund Managers – “Challenges, risks and solutions for Living Annuities”
- Christo Lineveldt of Coronation Fund Managers – “Sharpening your living annuity game: tips for solving the post-retirement puzzle”
- Meyer Coetzee of Prescient Investment Management – “Low Cost with Predictability, the Perfect Marriage”
- Mark Lapedus of Liberty Investments – The Bold Living Annuity – “An innovative solution to mitigate the risk of eroding capital post retirement”
- Announcements & Closure by the Founder of SAIFAA, Derek Smorenburg
- This event has passed.
UMHLANGA – THE AUGUST FORUMS 2017
August 17, 2017 @ 10:00 am - 3:00 pm UTC+2
SCHEDULE:
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
