Hi {{firstName}},
Thank you for registering to attend {{webinarTitle}} on {{startDate}} at {{startTime}}. |
Quick overview of the webinar content: |
Join us for an insightful 3-part webinar series on how to start and manage your private practice. The third and final part of this series will feature Hein Klee, who will explore how financial advice and the application of financial and banking solutions can help you during the various stages of your medical practice.
During this webinar, Klee will focus on the following:
- The lifecycle of a medical practice and its associated financial priorities
- How to identify common pitfalls in cash flow management and strategies to mitigate them
- Key performance indicators (KPIs) for debtors and bad debt control, along with methods to improve cash reserves
- The various types of risks relevant to a medical practice and potential solutions
- The importance of separating personal and practice finances, and practical ways to achieve this
- Different financial products and solutions available to medical practices
- Financial red flags that may indicate deeper issues within a medical practice
- Developing an action plan for annual financial health checks and implementing cash flow protection strategies
After his talk, Klee will then be joined by Dr Sakkie du Plessis, a returning webinar speaker, and Coenie Smith, Head of Specialised Segments and New Business Acquisition at Nedbank, for a dynamic panel discussion. Together, they will share practical insights and real-world experiences, and answer your questions during the interactive Q&A session.
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Attendance is free and you will earn 1 Clinical CPD-point for attending. Don’t forget to add this event to your calendar. |
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Speaker's Biography: |
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Webinar speaker: Hein Klee
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Hein Klee is a financial services professional with 30 years of experience in private banking, wealth management, and investment consulting. He is currently the Executive Head of Nedbank Financial Planning and a Director of Nedgroup Financial Advisor, also holding Key Individual designations. His expertise includes wealth management, financial planning, asset allocation, and investment consulting for various organisations.
Since June 2024, he has been the Executive WMSA at Nedbank Financial Planning, overseeing distribution, client acquisition, and financial planning offerings. From 2020 to 2024, he was Executive WMSA International at Nedbank, focusing on stakeholder engagement and strategy. He is also a Manco member at Old Mutual Superfund and chairs the Old Mutual Superfund Participating Employer Nedbank Manco Committee.
Earlier roles include Executive Head of Investment Consulting and Solutions at NMG Consultants and Actuaries (2014-2020), leading South African operations at Sanlam Global Solutions (2010-2014), and management positions at Warwick Private Wealth, Crosby Asset Management, and Fidelity International. He holds an MBA from the University of Chicago (via UOFS), RE1, RE3, and RE5 certifications, and completed executive programs at Harvard Business School and MIT.
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We look forward to seeing you there.
Best regards, The EMGuidance team |
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West Tower, 2nd Floor, Nelson Mandela Square, Maude Street, Sandown, 2146 |
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