Part C - Retiring Financially Fit

This course will suite you if you already have investments and a pension or provident plan and you are beginning to consider your requirements for a comfortable retirement (if that’s not you, click here) This is an in-depth, yet simplified look at the retirement savings world and what is best for every individual’s circumstance. This course will show you:

 

  • The rules that apply to almost everyone in retirement 
  • Which decisions will significantly impact your standard of living
  • Sustaining your current standard of living
  • Ways to avoid the most common retirement planning mistakes 
  • Protecting yourself against the threat of inflation
  • The most effective tax structuring
  • How to continue protecting your estate
  • The investments you will need to achieve your lifestyle goals
  • Achieve significant results in three months or less
  •  

    Prices:              Per Head

    Group Sizes:   10 -20 people or 21 - 40 people


    NB: Prices and course material can be tailored to suite your company's specific needs.

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    For inquiries on training your staff -

    Please call head office on
    011 802 0888

    Or contact:

    Joe
    011 783 8828
    joe@finfit.co.za


    Part A- Money Management & Debt Elimination (IH)  |  Part B - Wealth Planning (In-House)  |  Part C - Retiring Financially Fit (In-House)  |  Part H - Credit Health (In-House)

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