Financial Education Events

Join our upcoming workshops, seminars, and specialized training sessions designed to strengthen your financial knowledge and planning skills throughout 2025.

Foundation Workshops

Our beginner-friendly workshops create a comfortable learning environment where you can build essential financial skills at your own pace. These sessions focus on practical application rather than complex theory.

August 15, 2025

Personal Budgeting Basics

Learn practical budgeting techniques that actually work for South African households. We'll cover expense tracking, savings goals, and managing irregular income.

Beginner
September 12, 2025

Understanding Debt Management

Strategies for managing existing debt and avoiding future financial pitfalls. Focus on credit scores, payment priorities, and negotiation techniques.

Beginner
October 18, 2025

Emergency Fund Planning

Build financial security with proper emergency planning. Calculate your needs, choose the right savings vehicles, and maintain motivation.

Beginner
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Advanced Seminars

Dive deeper into complex financial topics with expert-led seminars. These sessions require basic financial knowledge and focus on sophisticated planning strategies.

September 2025

Investment Portfolio Construction

Master the fundamentals of building diversified investment portfolios. We'll explore asset allocation strategies, risk assessment, and long-term planning approaches suitable for South African markets.

Quincy Bramwell
Investment Education Specialist
October 2025

Retirement Planning Strategies

Comprehensive retirement planning that goes beyond basic pension contributions. Learn about tax-efficient structures, healthcare planning, and estate considerations.

Quincy Bramwell
Investment Education Specialist
November 2025

Tax Optimization Techniques

Navigate South African tax regulations effectively while maximizing your financial position. Focus on legal tax planning strategies and retirement fund optimization.

Quincy Bramwell
Investment Education Specialist

Specialized Training Tracks

Industry-specific financial education designed for professionals, business owners, and specialized career paths. These intensive programs combine theoretical knowledge with practical application.

Small Business Financial Management

Designed for entrepreneurs and small business owners who need to understand cash flow management, business accounting, and growth financing.

Cash flow forecasting and management
Business banking and credit relationships
Tax planning for business owners
Growth funding strategies
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Healthcare Professional Finance

Tailored financial planning for medical professionals, addressing unique challenges like practice ownership, malpractice insurance, and irregular income patterns.

Practice acquisition and financing
Professional insurance planning
Locum income management
Medical practice succession planning
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Educator Financial Wellness

Financial planning strategies specifically for teachers and education professionals, focusing on pension optimization and supplementary income planning.

Government pension fund optimization
Holiday period financial planning
Professional development funding
Second income opportunities
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