Asset management seminars held in Tokyo, Osaka, and Aichi on October 4th Securities Investment Day
Fan Co., Ltd. Press release: September 30, 2024 Asset management seminars held in Tokyo, Osaka, and Aichi on October 4th Securities Investment Day Asset management method in the era of 100-year lifespan
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“Investment Trust Consultation Plaza”, a specialist asset management consultation store, throughout Japan, We are pleased to announce that we will be holding asset management seminars in three cities: Tokyo, Osaka, and Aichi to coincide with “Securities Investment Day” on Friday, October 4, 2019. “Securities Investment Day” was established by the Japan Securities Dealers Association in 1996 as a play on the words “10 (to)” and “4 (shi)” in order to get people more interested in investing. Personal financial assets have reached a record high as of the end of June 2020, driven by the launch of the new NISA system, and the momentum for securities investment is increasing. As the era of low interest rates continues, it continues to be difficult to increase assets through deposits alone. In this era of “100-year lifespans,” with rising prices expected, how to increase retirement funds is an important issue, especially for people in their 50s and 60s who are starting to think about their future life plans. After retirement, many people end up living off their savings and retirement funds. There are many people who would like to start investing as a way to make their money last longer, but are unable to take the first step due to concerns such as “I might lose money” and “It seems difficult.” Focusing on people in their 50s and 60s, we will explain strategies to reduce your worries about investing and enjoy a prosperous retirement. ■Asset management special seminar interview request On the day of the seminar, you will be able to view the seminar and interview our advisors. You can also interview us about consultations at our Investment Trust Consultation Plaza stores on the same day or on a separate day. We hope that your media will consider covering the event on the day. ■Seminar overview Asset Management Special Seminar – Asset management methods for people in their 50s and 60s in the era of 100-year lifespans – In this seminar, we will explain “asset management methods that reduce risk” based on the “truth about investment trusts” that financial institutions do not tell you. Furthermore, we will provide a wide range of information that retirees should know about, such as “asset utilization”, “asset withdrawal”, and “inheritance”. *This seminar is aimed at people in their 50s and 60s, but anyone can participate. *At the seminars listed in this guide, we may solicit products to be introduced at the seminars.
[Date and time] October 4, 2024 (Friday) 13:00-15:00 (common to all venues) [Participation fee] Free 〈Tokyo venue〉 Capacity: 50 people Venue: AP Tokyo Marunouchi (Nippon Life Insurance Marunouchi Garden Tower 3rd floor) Details: https://toushin-plaza.jp/seminar/24100413-tokyo/ Capacity: 48 people Venue: Hilton Plaza West (8th floor AB room) Details: https://toushin-plaza.jp/seminar/24100413-osaka/ 〈Aichi venue〉 Capacity: 54 people Venue: Nagoya Midland Hall (Conference Room B) Details: https://toushin-plaza.jp/seminar/24100413-aichi/ [What is Investment Trust Consultation Plaza] Investment Trust Consultation Plaza is a walk-in asset management consultation specialty store. We have locations nationwide, including Toyama, Kobe Sannomiya, Tokyo Otemachi, and Nagoya. At our stores, our independent financial advisors, “IFA,” provide advice tailored to each customer from a neutral standpoint, from choosing a securities company to providing advice on how to utilize various systems such as NISA and iDeCo (individual defined contribution pension). We provide free support for asset management. We have partnered with major online securities companies such as SBI Securities and Rakuten Securities, and are able to make proposals that make full use of each company’s wide product lineup. With the importance of asset management increasing, we will continue to support our customers in making asset management more accessible and approachable, based on our vision of “Making asset management the norm.” Masu. [Details of Fan Co., Ltd.] Established in 2008. Headquartered in Toyama City, Toyama Prefecture, we have branches and joint stores in 13 locations nationwide, including Tokyo and Nagoya. We opened “Investment Trust Consultation Plaza,” a store specializing in asset management consultations, with 70 IFAs, mostly from major securities companies. As of August 2020, we have brokered a total of 50,000 accounts, brokered assets in custody of over 320 billion yen, and more than 57,000 people have participated in our seminars. Our management policy is “goal-based asset management,” in which we set our customers’ life goals, present them with plans to achieve them, and provide long-term, continuous support.