Overview   

There are a lot of different elements that make up a retirement plan. When choosing the "right" one, one needs to consider a number of factors.  

During this webinar we will consider and demonstrate different financial planning trade-offs such as:  

• Targeting a higher or lower return (i.e. taking on more or less risk);  

• The impact of inflation and different expense patterns;  

• Liquidity and how much to commute at retirement; and 

• Debt planning and saving more. 

We will then consider the impact of each of these individual trade-offs in real time and how they relate back to your retirement plan. 

Join Old Mutual's Tiaan Herselman on 1 September 2021 from 10:00 a.m. to 11:00 a.m. as he discusses the secret to a successful retirement plan.  

Learning objectives  

By the end of this event the participant should: 

• Understand the different elements of a retirement plan. 

• Understand the importance of liquidity in a retirement/financial plan. 

• Understand the impact of different inflation patterns on a retirement/financial plan. 

• Understand the impact and suitability of different investment types and how they can impact post-retirement income 

Content 

  By the end of this event the participant should: 

• Elements of a retirement plan. 

• Financial planning trade-offs: 

  • Higher vs lower return. 

  • Saving more. 

  • Working longer. 

  • Tax efficiency. 

  • How much to commute at retirement. 

  • Liquidity. 

• Impact of different inflation patterns. 

• Suitability of different investment types. 

• Investment types' impact on post-retirement income. 

Obtaining your CPD certificate 

  This webinar is free and does not qualify you for CPD hours.  

About the presenter 

Tiaan Herselman (Head of Advice, Old Mutual Wealth) 

Tiaan Herselman is the Head of Advice at Old Mutual Wealth. He is responsible for the development and integration of all financial planning fintech to better equip financial planners to have meaningful conversations with clients at Old Mutual Wealth. Tiaan has a BCom Financial Planning (cum laude); Post Graduate Diploma in Financial Planning (cum laude) and an Advanced Post Graduate Diploma in Estate Planning. He is also a Certified Financial Planner  and has spent the last 12 years in the financial services industry during which he started out his career as a financial planner and then moved into the advice fintech landscape.  

Tiaan has a passion for financial planning and is a strong advocate for making clients aware of the value of financial planning advice.  

Who should attend? 

  The following persons will benefit from attending this webinar: 

• Professional Accountants including: RA, CA(SA), PA(SA) and BAP(SA); 

• Accounting/Auditing Practice Owners; and 

• All employees.  

Price 

This webinar is free. 

Steps to register for the event:  

If you already have a profile, login and register for the webinar. 

If you don’t have a profile, create a free profile then login and register for the webinar. 

Click here to create a free profile (There is no charge to create a profile and gain access to our free Monthly Practice Management Series). 

Click here to find out about the Technical Resource Centre & CPD Subscription options. 

Additional material 

  By attending this webinar you will be provided with: 

• Summarised slide presentation. 

• Reference documents and/or course material where available. 

• You can ask questions during the webinar and you will also have access to me the presenter after the webinar.