How to stay on track to achieve your financial goals with Dan Kemp – Morningstar

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As part of our community education series, we are delighted to extend a special invitation to you for an exclusive evening

workshop featuring Dan Kemp, the Global Chief Investment Officer for the Morningstar Wealth Group. As the investor

journey often presents challenges, this workshop provides a unique opportunity to gain insights directly from a seasoned

expert in the field.


During this engaging discussion, Dan will generously share his invaluable insights and present strategies aimed

at helping you steer toward your financial goals with confidence and precision. From setting achievable milestones

to navigating market fluctuations, Dan’s expertise will equip you with the tools necessary to stay on track and make

informed decisions along your financial journey.


This is a rare chance to learn from one of the industry’s foremost authorities in a personalised, interactive setting.

We encourage you to mark your calendar with the following event details:

  • DateWednesday, 15th May 2024
  • Time: 6:00 p.m. – 7:00 p.m. 
  • Location: Ettalong Diggers – 51-52 The Esplanade, Ettalong Beach

Refreshments will be provided at the workshop. To secure your place at this exclusive event, you can register

using the link provided below or call the office on 02 4342 9215.


Don’t miss out on this opportunity to take control of your financial future. We look forward to seeing you there!