What's the big idea?
What's the big idea?
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No sales agenda, just the facts!
This is not financial advice.
What we will be covering in the workshop
What we will be covering in the workshop
Preparation Stage
Preparation Stage
How do you take the first steps?
What information do you need to gather?
Who do you need to speak with?
Do you need expert help with this?
The BIG questions
The BIG questions
What income can you expect?
How will your income needs evolve?
What is an annuity and what are your annuity options?
What tax will you pay on retirement income?
Can you leave money to your family?
What happens to your income and your spouses finances when you are gone?
Taking Action
Taking Action
How do you choose the right annuity for you?
How do you integrate your other investments into your retirement plan?
Lump sum or no lump sum - what is the best choice for you?
What tools and strategies can help you make these decisions?
Why the workshop works
Why the workshop works
In a world where everything seems disconnected it can be comforting to have a real human interaction.
There is so much information available on the subject. Much of which comes loaded with jargon, technical concepts or a sales agenda.
Putting together a detailed plan tailored specifically for your needs, requires a lot of time and effort when done well. This comes at a cost.
I have found that people like to have a better understanding of the process and decisions they face before deciding if they need more help.
This workshop provides a great foundation to understanding what the retirement process involves and your options. Just at a fraction of that cost.
What you will gain from the workshop
What you will gain from the workshop
• A clear understanding of how to think about your income needs & how they change.
• Practical guidance on annuity options & how to access a reliable income stream.
• The real impact of lump-sum withdrawals (including tax consequences).
• How to manage your tax liability in retirement.
• Ensure your dependents are looked after.
Why THIS particular workshop is for you
Why THIS particular workshop is for you
• Real, actionable insights tailored to the South African retirement landscape.
No product pitches – this is purely educational with no sales agenda.
• You will have the ability to ask questions in the safety of a private session.
• There is no prep or reams of paperwork to complete as this is not designed to deliver personalized advice.
• The contents are based on years of experience helping people make this transition, & the insights are current & relevant.
How it Works
How it Works
• Online & interactive – Join from anywhere with a stable internet connection.
• One hour of value-packed learning – Designed to maximize the use of your time.
• Workshop summary pack included – Recap takeaways at your own pace.
• Live Q&A - You will have the opportunity to have your most pressing questions answered.
How much does it cost
How much does it cost
• No one can work for free. If you are being offered something for nothing there must be a catch.
This workshop cost is R1600, plus an hour of your precious time. It includes your session & summary pack to recap. Remember this is not a group session or webinar.
• The fee is payable ahead of time to confirm your date & time.
Making informed decisions upfront & understanding the implications of your choice will provide the clarity to take your next step with confidence.
Next Steps
Next Steps
• Click here to REGISTER.
• You will receive a response with options for selecting your preferred date & time.
• Accept one option.
Proof of payment secures your spot.
• A confirmation email with a link to the meeting will follow.
I look forward to seeing you on a workshop.
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