Retire Successfully Workshops and Talks
Retirement as we know it is over!
After receiving numerous requests from companies and individuals, Chartered Wealth Solutions now offers exciting presentations and workshops on exactly what it means to retire successfully. We have also launched a website called retiresuccessfully.co.za dedicated to helping our clients and all South Africans lead more balanced and fulfilling lives in retirement.
Companies
As a company you have the opportunity to offer your management and staff, nearing retirement, various presentations and workshops that are tailor made to suit your requirements. If you'd prefer you can also choose to send individuals to us as outlined below.
Individuals
As an individual you may choose to attend a personal presentation; where your own situation and concerns can be more carefully considered or you may choose to attend a group presentation or workshop that are held on a regular basis.
Spouses and partners
If you are married or have a partner we encourage you to bring them along with you. Retirement is one of life’s biggest challenges, so why not plan it together.
What we cover
In order to enjoy a truly successful retirement you almost certainly require some balance in life. It’s for this reason that our presentations and workshops deal with more than just the critical money issues, such as investment strategies and tax planning, and prepare you for all the other equally important aspects of life in retirement as outlined in our wheel of balance below.
Visit retiresuccessfully.co.za for more information on our workshops or take the life balance test to see how well balanced your life is currently!
Presentation and workshops are facilitated by the directors of Chartered Wealth Solutions; Kim Potgieter, Barclay Hoar and John Campbell.
If you would like to speak to us please feel free to contact us.
View Kim's profile View Barclay's profile View John's profile