09 March 2021 | 15h00 - 17h00
2021. Our future remains uncertain and changed. But what hasn’t changed is the role we can play in navigating those changes to safeguard and still grow our investments. Join the Foundation team and guest speaker Sarah Newcomb for key insights on the impact of the current economic environment and how to strategise for a growth response. Key take-outs will be understanding the new economic and financial reality, facilitating the use of tools to improve success and discovering how our behaviours and personal narratives influence our financial success.
Engage with Sunél Veldtman, Elke Zeki and Thiart Van der Merwe for a live discussion on what you need to do now to protect and grow your money, and how to make the best possible decisions in our current economic environment. Learn more about why you make the financial decisions you do and how you can make better ones from behavioural economist, Sarah Newcomb.
You are welcome to invite friends and family.
ABOUT THE SPEAKERS
Director of Behavioural Science @Morningstar, Inc.
Dr. Sarah Newcomb is an expert in the psychology of financial decision-making. As a behavioural economist at Morningstar, she works to integrate behavioural science into financial management applications. Dr. Newcomb holds a Ph.D. in Behavioral Economics, a Master's degree in Financial Economics, and a Master's Certification in Personal Financial Planning. Through speaking, writing, and product development, she aims to translate the findings from scholarly research into practical and useful tools for everyone. Sarah is the author of "Loaded: Money, Psychology, and How to Get Ahead without Leaving Your Values Behind". Follow Sarah on Twitter: @finance_therapy.
SUNéL VELDTMAN, CFA®, CFP®
Chief Strategist & Advisor
Sunel is the founder and CEO of Foundation Family Wealth: a finance and wealth management service that empowers individuals and families to make strategic financial choices that enable a successful life. Sunél’s expertise includes a focus on the financial considerations and challenges for women and individuals undergoing transition – from retirement, to entrepreneurship, career changes, divorce and executive longevity. With over thirty 30 years’ of experience, her strategic expertise is complimented by her keen understanding of relationships, values and people. The author of “Manage Your Money, Live Your Dream”, a guide to financial freedom for women, Sunél is a regular financial commentator in the media and also blogs weekly on the intersection between finances and life.
A CFA Charter Holder and CERTIFIED FINANCIAL PLANNER® professional, Sunél was previously a director for BJM Private Client Services.
ELKE ZEKI, CFP®
Chief Experience Officer & Strategic Advisor
Elke is an experienced financial planner, analyst, wealth advisor and Director of Foundation Family Wealth. Elke’s key strengths lie in simplifying complex problems which enables clients to better navigate the world of financial planning. She is astute in helping clients define their long term goals and focus on what they can control, and believes in utilising technology to better plan for the future. With over 16 years’ experience in financial services, Elke is authentic and passionate about enabling people to live the life they want. She has worked with Sunél since 2006 and together they founded Foundation Family Wealth in 2012.
Elke has a B.Comm (Hons) in Financial Analysis, is a CERTIFIED FINANCIAL PLANNER ® professional, and holds an advanced diploma in Financial Planning.
THIART VAN DER MERWE, CFP®
Head of the Investment Committee & Financial Planner
With an appetite for numbers and solving problems, Thiart is committed to finding efficient solutions for clients’ goals. As an analyst first in asset management and now wealth management, he has a valuable perspective when it comes to the convergence of numbers and life goals. Influenced by the goal of financial freedom, he focuses on solutions that deliver results.
Thiart is a CERTIFIED FINANCIAL PLANNER® professional with an Honours degree in Investment Management.
To participate in the webinar, follow the steps below. The confirmation email will contain information on how to join the video conference using Zoom on your computer or by phone.
How to register:
- Click on following link to register: Foundation Insight 2021 Webinar.
- Once you have filled out the form, click ‘Register’.
- You should receive an email in your inbox with a link. Please check your junk folder if you do not receive it.
How to join the webinar:
- If you haven't used Zoom before, you will need to install it onto your computer or mobile device by clicking on the following link: Zoom software.
- Please open your registration email 5 minutes before the webinar is set to start, and click on the link to join the webinar.
- Once the Zoom application has opened, you will be able to use the chat function to make comments and the Q&A box to ask questions that only we will be able to see.
As always, I’m grateful to have you as thought partners & to challenge my biases on these decisions.
Entrepreneur | 12 Jul 2021