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Personal Finance Series 

PERSONAL FINANCE SERIES: HOW TO GROW AND PROTECT PERSONAL ASSETS AND WEALTH This series of seminars is aimed at aspirational individuals, professionals, executives, and entrepreneurs who require a deeper understanding of the personal financial planning process and the key considerations surrounding this. Presented by some of the top speakers in the industry, the seminars will give you an overview of the issues, risks and types of solutions available in the area of personal financial planning – this will empower you not only to be more effective in this area, but to be more understanding of what your Financial Planner can and should be doing for you.

The seminars are run over 5 evening sessions (18h00 – 20h00), covering the following topical areas:

1. Understanding Financial Planning
2. Estate and Financial Planning
3. Wills, Trusts and Life Insurance
4. Retirement Planning
5. Wealth Management and Investment Planning

Delegates can attend all sessions or only single sessions as they wish.

Duration
18h00 – 20h00, cocktails will be served after the seminar.

Fees
R300 for a single session, or R1 250 for all 5 sessions. The fee includes refreshments and a cocktail event after the seminar. No registration will be confirmed without payment.

Contact Details:
Tel: 011 771-4313
E-mail: essopf@gibs.co.za

Please see below for details of each session.

For more detailed information and to register for an individual session at a cost of R300 per session, please click on the relevant link on the right hand column, or see below.

To register for all 5 evening sessions at a total cost of R1 250, please go to http://www.gibs.co.za/pfinall 


 Session  Topic  Presenter Register/ More information
 1.    10 May 2012  Understanding Financial Planning  Paul Roelofse CFP® http://www.gibs.co.za/pfin1
 2.    17 May 2012  Estate and Financial Planning  Natasja Hart CFP® http://www.gibs.co.za/pfin2
 3.    24 May 2012  Wills, Trusts and Life Insurance  Shaun Latter CFP® http://www.gibs.co.za/pfin3
 4.    31 May 2012  Retirement Planning  John Campbell CFP® http://www.gibs.co.za/pfin4
 5.    07 June 2012  Wealth Management and Investment Planning  Craig Gradidge CFP® http://www.gibs.co.za/pfin5


Complete Personal Finance Series: Sessions 1 - 5
This series of seminars is aimed at aspirational individuals, professionals, executives, and entrepreneurs who require a deeper understanding of the personal financial planning process and the key considerations surrounding this.

Category: Other Events
Topic: Finance
Faculty:
Start Date 10 May 2012
Arrival Time 17:45
Start Time 18:00
Additional info:
End Date: 07 June 2012
End Time: 20:00
Venue: Gordon Institute of Business Science, 26 Melville Road, Illovo, Johannesburg
Contact name: Feroza Essop
Contact tel: 011 771-4313
Fees: R 1250
Learn more here

Register here




Session 3 of Personal Finance Series: Wills, Trusts and Life Insurance
This series of seminars is aimed at aspirational individuals, professionals, executives, and entrepreneurs who require a deeper understanding of the personal financial planning process and the key considerations surrounding this. This is the third session in the series and this session covers the topic of Wills, Trusts and Life Insurance.

Category: Other Events
Topic: Finance
Faculty: Shaun Latter CFP®
Start Date 24 May 2012
Arrival Time 17:45
Start Time 18:00
Additional info:
End Date: 24 May 2012
End Time: 20:00
Venue: Gordon Institute of Business Science, 26 Melville Road, Illovo, Johannesburg
Contact name: Feroza Essop
Contact tel: 011 771-4313
Fees: R 300
Learn more here

Register here




Session 4 of Personal Finance Series: Retirement Planning
This series of seminars is aimed at aspirational individuals, professionals, executives, and entrepreneurs who require a deeper understanding of the personal financial planning process and the key considerations surrounding this. This is the fourth session in the series and this session covers the topic of Retirement Planning.

Category: Other Events
Topic: Finance
Faculty: John Campbell CFP®
Start Date 31 May 2012
Arrival Time 17:45
Start Time 18:00
Additional info:
End Date: 31 May 2012
End Time: 20:00
Venue: Gordon Institute of Business Science, 26 Melville Road, Illovo, Johannesburg
Contact name: Feroza Essop
Contact tel: 011 771-4313
Fees: R 300
Learn more here

Register here




Session 5 of Personal Finance Series: Wealth Management and Investment Planning
This series of seminars is aimed at aspirational individuals, professionals, executives, and entrepreneurs who require a deeper understanding of the personal financial planning process and the key considerations surrounding this. This is the fifth session in the series and this session covers Wealth Management and Investment Planning.

Category: Other Events
Topic: Finance
Faculty: Craig Gradidge CFP®
Start Date 07 June 2012
Arrival Time 17:45
Start Time 18:00
Additional info:
End Date: 07 June 2012
End Time: 20:00
Venue: Gordon Institute of Business Science, 26 Melville Road, Illovo, Johannesburg
Contact name: Feroza Essop
Contact tel: 011 771-4313
Fees: R 300
Learn more here

Register here




 
 
 
 
 

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