Next Adventure
Webinar , South AfricaThe Next Adventure is a presentation in the Financially Fit Series for clients who are between the ages of 55 and 65 years of age.
In the last 10 years of your career, you should start thinking about the next adventure, your retirement. This presentation looks at comparing various types of annuities; income sustainability in relation to your retirement living expenses; focusing on your health and budgeting for a comprehensive medical aid.
This is the introduction to the last phase of your financial planning and should be followed up with a retirement benefit counselling session with one of the Certified Financial Planners from Optimate Financial Solutions.
The event will be broadcast as a webinar.
I Made It
Webinar , South AfricaI Made It is a presentation in the Financially Fit Series that is offered to Pension and Provident Fund members who are between the ages of 45 and 60 years of age.
When you have achieved the peak in your career with all the accomplishments, rewards and recognition of settling some debt; the children are starting to move on and make their own way in life, it’s once again time to do a health check on your financial fitness. Consolidating assets, paying the last of educational /university fees and looking toward additional retirement savings are all important aspects of this presentation.
The Next Adventure
Webinar , South AfricaThe Next Adventure is a presentation in the Financially Fit Series for clients who are between the ages of 55 and 65 years of age.
In the last 10 years of your career, you should start thinking about the next adventure, your retirement. This presentation looks at comparing various types of annuities; income sustainability in relation to your retirement living expenses; focusing on your health and budgeting for a comprehensive medical aid.
This is the introduction to the last phase of your financial planning and should be followed up with a retirement benefit counselling session with one of the Certified Financial Planners from Optimate Financial Solutions.
The event will be broadcast as a webinar.
Family Ties
Webinar , South AfricaFamily Ties is a presentation in the Financially Fit Series that is offered to Pension and Provident Fund members who are between the ages of 30 and 50 years of age.
As your family grows and your asset base grows it’s time to protect the wealth you have created and secure your family finances, should the unthinkable happen.
We will look at how to budget for your children’s education; how to protect your greatest asset (the ability to generate an income); your retirement goals and ensuring you have appropriate medical aid cover well into your retirement. We will also investigate at how best to preserve your retirement savings when changing jobs and the consequences resulting from not preserving.