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A Holistic Framework for Life Cycle Financial Planning

Tuesday 16 March 2010 at 18:00
Staple Inn
Joshua Corrigan

Joshua Corrigan will be presenting a paper entitled "A Holistic Framework for Life Cycle Financial Planning".

The paper looks at all the elements impacting long term financial planning decisions such as the importance of human capital, the impact of asset allocation, product selection and risk protection strategies, the objective assessment of product outcomes and the influence behavioural biases have on the determination of "value" and decision making process. These concepts are of central importance to not only the financial planning process, but also investment strategy, product design and retirement planning.

There is no need to register in advance for this event. Refreshments will be available from 5:30pm for a 6pm start. Following the meeting there will be a free drink and buffet at a nearby pub.

Attachment: Holistic Lifecycle Financial Planning Framework (SIAS).pdf (687Kb)