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Global thought leaders to speak at the first Discovery Financial Planning Summit

Press release -

Global thought leaders to speak at the first Discovery Financial Planning Summit

Discovery today announced the line-up of thought leaders in the financial planning industry who will be speaking at the first Discovery Financial Planning Summit, to be hosted on 15 May at the Sandton Convention Centre, Johannesburg. The event aims to bring together some of the world’s experts in financial planning to share their insights and best practices.

The Discovery Financial Planning Summit follows on the highly successful 2014 Discovery Leadership Summit, held earlier this month.  The Financial Planning Summit will see local and international experts share best practices in financial planning, regulatory developments, branding, succession planning and practice management, and will expose South Africa’s top financial advisers to the business models of globally elite advisers.

Some of the keynote speakers at the event include Canadian practice management expert and President of Détente Financial Corp, Tom Deans; leading authority in financial planning and President of The Oechsli Institute (USA), Matt Oechsli; CEO of Discovery, Adrian Gore and former Reserve Bank Governor and Discovery Board member, Tito Mboweni.

Hylton Kallner, Discovery's Chief Marketing Officer, commenting on the event, said, “Smart financial planning is a crucial skill set for the advancement of our economy. In our continuous drive to share knowledge and expertise amongst key sectors of business and society, Discovery is proud to present our inaugural Financial Planning Summit.

Matt Oechsli is a leading authority on attracting, servicing, and retaining affluent clients. He has authored eleven books and his industry expertise has him consistently quoted in the New York Times, Wall Street Journal, and other prominent media outlets.

Tom Deans has authored two international best-sellers and has previously worked as CEO of a major multinational manufacturing concern and Chairman of Headwaters Health Care Foundation. He has been featured in numerous magazines and journals including Profit, Money Sense, Investment Executive, Inc Magazine and the New York Times.

With 16 years of financial services experience, William Rossi is a brand by himself and chief architect of building the Koss Olinger brand. Other local speakers include Jonathan Dixon, Deputy Executive Officer of the FSB Insurance Division.

To secure a ticket for the Discovery Financial Planning Summit or for more information about the event  go to www.financialplanningsummit.co.za

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About Discovery Limited

Discovery Limited is a South African-founded financial services organisation that operates in the healthcare, life assurance, short-term insurance, savings and investment products and wellness markets. Founded in 1992 by the current Group Chief Executive Officer Adrian Gore, Discovery was guided by a clear core purpose – to make people healthier and to enhance and protect their lives. Underpinning this core purpose is the belief that through innovation Discovery can be a powerful market disruptor.

The company, with headquarters in Johannesburg, South Africa, has expanded its operations globally and currently serves over 6 million clients across South Africa, the United Kingdom, the United States, China and Singapore. Vitality, Discovery’s wellness programme, is the world’s largest scientific, incentive-based wellness solution for individuals and corporates. The global Vitality membership base now exceeds five million lives.

Discovery is an authorised financial services provider. It is listed on the Johannesburg Securities Exchange and trades under the code “DSY”.


 

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