Retire Successfully Workshops and Talks
Retirement as we know it is over!
After receiving numerous requests from clients and businesses, Chartered Wealth Solutions under the Retire Successfully banner now offers talks and presentations to corporations and individuals. These presentations are for those who are nearing retirement, and will cover Chartered Wealth Solutions’ philosophy, knowledge and experience when it comes to retirement planning.
The Retire Successfully workshops are facilitated by Kim Potgieter, Barclay Hoar and John Campbell, directors of Chartered Wealth Solutions. (Click through to CV pages of the above)
Read more about the philosophy behind these workshops.
Workshop Framework
1. Introduction
Kim Potgieter will explore the concept of balance; what balance is, why balance is important to achieving a successful retirement, and what it takes to achieve balance in the context of your individual retirement plan.
Why balance in retirement is key
2. Six retirement myths
Traditional retirements are a thing of the past; wasting away in a rocking chair is no longer an option. But there are a number of antiquated belief systems that still exist. Using practical tips and real-life stories, the new retirement movement will be explored, and the 6 retirement myths will be expelled.
Sixty five is old
Retirement means you are not working
You have to be 65 to do what you want to do
Retirement is an economic event
A life of ease is the ultimate retirement goal
I can do this myself
3. A balanced retirement
The 8 Life Areas that make-up the Retire Successfully Wheel of Balance will be discussed in terms of their importance in leading a balanced and fulfilled life in retirement.
The 8 slices of the pie
4. Creating your vision
Mitch Anthony is a renowned retirement expert who has been a notable influence on the retirement philosophies of Chartered Wealth Solutions and Retire Successfully. The process of dreaming, and creating a vision for your ideal life in retirement is a fundamental aspect of the life planning process that will be covered by life planner Kim Potgieter.
“New Retirementality” worksheet and a brief overview
5. Looking past the money to find a place where money and meaning meet
One of the core philosophies at Chartered Wealth Solutions that has shaped their retirement planning process is that your plan needs to extend beyond financial considerations. Planning for your life in retirement is equally important, in fact the plan you have for your life will largely dictate your financial plan. The importance of life planning in the retirement planning process, and the integration of the life plan, with the financial plan will be discussed.
The Retirement Planning process
Please note that the workshops can be tailored to suite your individual or company needs.
For more information or to book a workshop contact Chartered Wealth Solutions.
A few of our Retirementors also run Retirement workshops: