Retire Successfully

Your journey to living a meaningful and balanced life in Retiremeant™

This six-hour workshop is aimed at those approaching retirement, typically from age 50 and above, and is designed around the belief that this is a beginning and not an end. The workshop focusses on a new definition of RetiremeantTM – having the freedom to achieve your yet unfulfilled dreams and goals, on your terms and in your own time. Each workshop includes interactive exercises to get the participants to think about the aspects of their life that influence their goals, dreams and hence their financial futures. The workshop is structured around a personalised workbook for each participant, a support pack take-away that contains vital information including useful tips, such as how to choose a Financial Planner and what a valid Will should contain.

Topics covered in this workshop are:

Retiremeant™ Planning

  • Journey of self-exploration
  • Past memories impact today’s beliefs
  • Redefining retirement
  • Shifting from success to significance
  • Achieving balance in your life
  • Creating your own Wheel of Balance
  • Creating your own Bucket Wheel®

Financial Planning and Estate Planning

  • Financial Planning and the importance of this relationship in Retiremeant™
  • Understanding retirement vehicles and what is suitable for you
  • The importance of your Investment Strategy
  • What your company has done for you and the importance of making the right decisions on the day you retire
  • Considerations to ensure that your loved ones are cared for when you are no longer there

Kim Potgieter has presented workshops and talks for numerous corporate companies. Below are some of the testimonials we have received. Please feel free to request any contact details for references:

  • Excellent day, thank you so much! I appreciate it – you made me feel less old and more excited for retirement read more

    Anglo American
  • Thank you for adding to the overall success of the programme, the overall rating for your session as rated by attendees is 94% read more

    Refilwe Selepe, Programme Manager: Open Programmes, The University of Pretoria’s Gordon Institute of Business Science
  • Kim Potgieter first addressed members of the SAB Provident Fund who are approaching retirement back in 2015 and because of her powerful and inspirational message around life planning, she continues to be the pillar of these annual retirement workshops. read more

    Nondumiso Zulu, Benefits Specialist, SAB
  • Kim presented at 2 sessions for us: One focused on Intentional Investing as a Young Partner, and the other, on Retirement planning for those nearing retirement age. read more

    Katherine Craig, Associate, Deloitte South Africa