Old Mutual Wealth Advice Forum 2023Virtual EventOld Mutual Wealth Advice Forum 2023 - Virtual EventWe are living through a fundamental transformation in the way we work. Join this opportunity to reflect on your financial planning practice and how to stay ahead, embrace opportunities to retain and attract investors and enhance your client experience.

Emerge | Be Present

AGENDA

09h30: After a tumultuous 2022, what can we expect from 2023?
- Hywel George, Director of Investments at Old Mutual Investment Group
10h00: Tax on Investments: The Devil is in the detail - Tiaan Herselman, Head of Advice at Old Mutual Wealth
10h30: Accessing the Emerging Black Middle Class
- Dr Giselle Willows, Managing Director at Nudging Financial Behaviour; Luke Martins, Financial Planning Coach at Old Mutual Wealth
11h00: Tea Break/Leg Stretch
11h15: The Digital Adviser: Leverage Technology to Enhance CX - Francois du Toit, Founder of PROpulsion Learning and Technology
11h45: Understand your biases: A Practical Workshop - Sharon Moller, Financial Planning Coach at Old Mutual Wealth
12h15: Take Charge: Life lessons on the road to CEO - Niyimpini Mabunda, CEO of General Electric South Africa
13h00: Close and Lunch