8th September 2015

BirthStar® Research Series CPD #Rethinking Retirement

Please join us for a FREE workshop on Rethinking Retirement Investing. These workshops aim to provide an introduction to the theory and practice of designing retirement strategies.

The workshops are triple accredited by PMI, IFP and PFS, hosted by BirthStar®. Attending a workshop qualifies for 1.5 hours of CPD. 

The workshops are presented by Shweta Agarwal, Ph.D. or Henry Cobbe, CFA, of the research team at BirthStar ® and chaired by Tony Hicks.

Together we shall look at:
  • The investment lifecycle and Asset Liability Investing
  • Defining and measuring outcomes
  • Understanding shortfall risk and its determinants
  • Identifying the key considerations for portfolio construction for and in retirement
  • Behaviourally adapted investing

To book your place at a seminar please RSVP to:
events@birthstarlearning.com
T: 01483 366117

BIRTHSTARLEARNING.COM

The seminars will take place at the following venues, dates and times:

1st Sep Stevenage Business & Technology Centre 2pm to 4pm
2nd Sep Peterborough Queensgate Hotel 2pm to 4pm
3rd Sep Nottingham Park Inn-Radisson 2pm to 4pm
9th Sep Cheltenham Holiday Inn Express 2pm to 4pm
10th Sep Oxford Trinity College 9am to 11am
16th Sep Exeter Thistle Hotel 2pm to 4pm
17th Sep Plymouth Borington Golf Club 9am to 11am
21st Sep London 10 Old Burlington Street 8:30 to 11am
30th Sep Edinburgh Fraser Suites Hotel 2pm to 4pm
1st Oct Newcastle Kingston Park 9am to 11am
21st Oct Cardiff Vale Resort 2pm to 4pm
22nd Oct Bath Novia Office 9am to 11am
28th Oct Southampton Holiday Inn 2pm to 4pm
29th Oct Portsmouth Guildhall 9am to 11am
4th Nov Harrogate Pavillions of Harrogate 2pm to 4pm
5th Nov Leeds Village (South) 9am to 11am
11th Nov Liverpool Holiday Inn 2pm to 4pm
12th Nov Manchester Cottons Hotel 9am to 11am
18th Nov Sheffield Novotel 2pm to 4pm

 

Retirement, Partner Events, CPD

Registration

Free Registration and CPD

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