Introduction

Many people perceive retiring as the end of their lives. Due to this, they put the thought at the back of their mind, hoping that the day will never arrive.

Even though acknowledgment has been made that some money has been set aside for retirement, the actual cost of this has not been realised.

To demonstrate that it is not all doom and gloom, we offer two different seminars on a quarterly basis. One focuses on investing for retirement and creating wealth; the other concentrates on investing at retirement and preserving wealth.
Wealth Creation Seminar

A comfortable retirement sadly eludes most South Africans. Statistics show that only 9 out of every 100 South Africans retiring at age 65 have made adequate provisions for their retirement. 34 people have to keep on working. 32 are cared for by the state, 17 are dependent on their families, and 8 are supported by welfare.

To demonstrate that it is not all doom and gloom, we offer two diverse seminars on a quarterly basis. One focuses on investing for retirement and creating wealth; the other focuses on investing at retirement and preserving wealth.

Our seminars teach you:
  • How to plan for retirement
  • How to invest appropriately
  • What is a unit trust, annuity, endowment and property trust
  • How to minimise taxation on your retirement package
  • How to plan a successful retirement
  • How to minimise costs of Investments
  • How does Capital Gains Tax affect retirement planning
  • How to select a reputable and capable advisor
  • How to avoid pitfalls and investment scams
Dates

2006 dates not confirmed yet
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