Overview:

• The different investment vehicles available for individual investors. (Aimed at individuals who want to find out more about investment vehicles and investing in general)
• Effective retirement saving practices, issues impacting on retirement and typical mistakes made. (Aimed at individuals planning for their retirement)
• Retirement savings solutions and preservation of retirement capital.
• The importance and the practicalities of a will.
• Estate planning techniques and concerns.
• The use of trusts in estate planning.
• Your workforce - approaches to delivering financial education and communication programmes in the workplace, with the goal of improving employees' financial well being and receiving a return on investment.

This is not a “product” session, rather an informal discussion
on generic personal financial planning principles.

Who will benefit

• Individuals within the 25 – 45 age group
• FIN360° provides holistic financial education to directors,
  middle to senior level management, professionals, and small
  business owners. The above modules aim to truly empower
  such individuals with valuable insights into the pillars of
  financial planning.

Course Duration

1, 5 hours per session = 4 sessions for the full day

Key Focus Areas:

Investment Planning, Retirement planning, Wills & Estate planning and Strategies for improving the financial wellbeing of your workforce

Contact

For more information on this Course, or to book, please contact:

Thilomi Govender / Vuyo Machimana

Institute of Directors in Southern Africa

Presentation fees

Contact

For more information on this Course, or to book, please contact:

Thilomi Govender

Institute of Directors in Southern Africa

Includes: VAT, Course Material, Refreshments & Lunch