Topics to be covered:
- Understand what Financial Planning is
What is financial planning and why is it important. How the right behaviours can have a big impact on a successful financial future. Training your mind to ensure you are not the blocker from reaching your optimum financial success. How professional financial advice adds value to you and your future.
2. Top 10 investment myth busting with guest speaker Apollo D. Lupescu, PhD, Dimensional Fund Advisors
Apollo D. Lupescu, PhD is a highly regarded speaker from Dimensional Fund Advisors, a premier global investment firm managing over $650 billion assets for institutional investors and clients of select financial advisors. Apollo has the unique ability to convey the technical aspects of investing in a manner that is understandable and relatable to investors of various level of financial acumen.
Apollo with be pulling apart the different myths of investing.
1. Successful investors time the market.
2. Markets vs. the economy.
3. Dominant companies’ investment performance.
4. Conventional active management results.
5. Practical value of academic research.
6. Inflation and stock market performance.
7. Usefulness of bonds in a low-rate environment.
8. The fund rate changes and impact on bonds and stock returns.
9. Politics and the market.
10. “It’s different this time”.
Including complimentary drink and chats!
