The Secret to a Successful Retirement
Presenters : Tiaan Herselman
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:
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Targeting a higher or lower return (i.e. taking on more or less risk);
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The impact of inflation and different expense patterns;
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Liquidity and how much to commute at retirement; and
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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.
Learning objectives
By the end of this event the participant should:
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Understand the different elements of a retirement plan.
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Understand the importance of liquidity in a retirement/financial plan.
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Understand the impact of different inflation patterns on a retirement/financial plan.
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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:
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Elements of a retirement plan.
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Financial planning trade-offs:
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Higher vs lower return.
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Saving more.
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Working longer.
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Tax efficiency.
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How much to commute at retirement.
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Liquidity.
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Impact of different inflation patterns.
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Suitability of different investment types.
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Investment types' impact on post-retirement income.
