Each workshop includes interactive exercises, real-time live questionnaires and a personalised workbook for each participant. In addition, delegates receive a support pack containing vital information that includes, among others, useful financial tips and important items that should be contained in a will. Following the workshop, resources are made available for participants to further support their financial life-planning journey. These include newsletters, weekly tips, eBooks and dedicated bloggers on our web site.
Excellent day, thank you so much! I appreciate it – you made me feel less old and more excited for retirement read more
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
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
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