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The Secret to a Successful Retirement

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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. 

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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 

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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.