Retire Successfully Workshop

This six-hour workshop is aimed at individuals approaching retirement, typically aged around 55 years and above. It is designed to help participant see retirement as a start rather than an end; plump with possibilities rather than a narrowing of life; as a chance to make dreams come true rather than relinquishing them.

Topics covered in this workshop are:

Retirement Life 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 retirement
  • Understanding retirement vehicles and what is suitable for you
  • What your company has done for you and the importance of making the right decisions on the day you retire
  • What it will look like for your family when you leave them behind
  • The importance of your investment strategy for retirement, and how it is different from now

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