16 марта 2018 г.

Join us to find more about Financial Planning from Michael Barry - one of the most experienced and highly qualified wealth managers in the Russian Federation and Ivan Belyaev, CFA, manager of Planning Department at Lorus Supply Chain Management and ex equity research analyst from Sberbank CIB.

Let's discuss the role of financial planning in achievement of life goals, importance of portfolio structuring and need for review on a periodical basis.

The main points:

  • Financial planning: what is it?
  • Who is it for?
  • How do you do it?
  • Getting to know your client - financial planning is an action plan
  • A look at the commonly available tools, particularly life insurance structures - legal and tax implications
  • A typical scenario in Russia
  • On overview of portfolio structuring
  • Ethical considerations

Keynote speakers: 

Michael Barry

Advisor to expatriates, Russian nationals and charities on both corporate and personal affairs in Moscow, Russia. 

Ivan Belyaev, CFA

Manager with the Strategic Planning Department at Lorus Supply Chain Management, a fast-growing 300-employee company, specializing in finished vehicle logistics and ex equity research analyst from Sberbank CIB.

 

REGISTRATION 

 

Space is limited. Please register in advance. 

Thank you!

 







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