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Webinar Overview

Planning for retirement is an essential aspect of financial planning. It is often overlooked, but thinking about it as early as possible is crucial. As the years go by, saving enough money to maintain your lifestyle during retirement becomes increasingly challenging. Planning for retirement requires you to make informed financial decisions every day until then. It may seem daunting, but it can be a relatively smooth process with the proper guidance and support. By focusing on saving and investing.

The webinar will cover the following:

  • What retirement means
  • Cost of delay
  • Understand your Provident/Pension fund statement
  • How do I save for my retirement?
  • Preserve benefits on resignation
  • Deductible contributions
  • What happens if I die before retirement?
  • Tax on withdrawal
  • Tax on retirement
  • How much do I need to retire?
  • Should I buy a Life Annuity or a Living Annuity?
  • South Africa’s new two pot retirement system
  • Case studies

Register now

Complete the form below after you will be directed securely to our payment gate provider for easy payment processing. We look forward to virtually meeting you.

Planning for retirement: R600.00

  • Webinar Enquiry form

    Please enter your details and select the webinar(s) of interest to you and our team will get back to you shortly with further information.

What our clients have to say...
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Very informative. We must do a refresher twice a year

Precious Ngubeni
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Well presented, very informative

Simon Phalane / Primedia Outdoor
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Very insightful course . Very impressive

Olivia Veryn
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Course was an eye opener

Sonia
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I absolutely loved the presentation

Ravi Naicker
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Very happy. I needed this information right now

Brenda Zondo
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Informative I will make better financial decisions in future

Alvina Anamalay / FNB Homeloans
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Workshop was very helpful

Zanw
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Learnt a lot about budgeting. I commit to not overspend

Joyce Diphoko
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Interesting and enlightening course. Felt like it was tailor-made for me

Henri