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The Secret to a Successful Retirement

CPD Hours: 1

Price: R0.00


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Title / Topic

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:  

  • 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. 


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. 

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