RETIREMENT PLANNING COURSES

We provide courses for individuals; and also hold courses for employer and retirement fund groups.

Our courses are…

Retirement planning workshops for individuals.

Duration – one day

These retirement planning courses include:

  • Finding a common definition of retirement;
  • Are you are on track to a comfortable retirement;
  • Draft and manage your own financial plan;
  • Decisions at retirement, and how to avoid the pitfalls;
  • Why so few people can retire with financial independence;
  • Coping with risks before and after retirement
  • Investment savings products and how to use them;
  • Psychological and emotional preparation;
  • Tax at retirement;
  • Pension products and how best to choose.

Human Resource staff training in basic retirement planning.

Duration one day

Comprehensive notes are supplied.  Seminars are available in English, Afrikaans and or appropriate vernacular languages.

  • The difference between advice and education;
  • The difference between counselling and Retirement Benefits Counseling?
  • Fund choices that members must make both before and at retirement;
  • The concept of living standard in retirement;
  • Aspects of the emotional side of retirement
  • Revisiting S37C. Death benefit distribution and the importance of beneficiary nominations.  Up to date definition of dependents.

On-line retirement training workshops.

Duration – However long it takes to work through the five units.

Although the units are structured to provide the full course in its usual sequence each unit may be viewed separately as a complete segment.

Comprehensive notes are supplied.  Seminars are available in English, Afrikaans and or appropriate vernacular languages.

These retirement planning courses include:

  • Finding a common definition of retirement;
  • Are you are on track to a comfortable retirement;
  • Draft and manage your own financial plan;
  • Decisions at retirement, and how to avoid the pitfalls;
  • Why so few people can retire with financial independence;
  • Coping with risks before and after retirement
  • Investment savings products and how to use them;
  • Psychological and emotional preparation;
  • Tax at retirement;
  • Pension products and how best to choose.