Do you have what it takes to retire well?

13 March 2024

Yes, I would like to attend

DO YOU HAVE WHAT IT TAKES TO RETIRE WELL?

Retirement is a major life-changing event. Research shows that it is an ongoing psychological process similar to that experienced in marriage, divorce, raising a family, or loss.  It is also a period in which almost half of the events psychologists define as ‘most stressful’ occur.  It has changed from naively imagining lazy golf days to recognising the reality experienced by retirees of a whole new landscape and circumstance. 

Planning for retirement has probably never occurred against a more uncertain backdrop and cloudy future. The rapidly changing global geo-political landscape and technological revolution can be frightful.
 
Our financial expertise is geared towards helping clients successfully transition into their retirement with confidence.  It means practically imagining what clients would like their retirement to look like and then helping them plan and safeguard it financially. 
 
Your retirement picture reaches further than making sure you have enough money to last your lifetime.  It’s about planning for wealth for life.  

We encourage you to share the invitation with anyone who may benefit from this workshop. We will also be hosting this event in Cape Town later in 2024.

 


"Life is not measured by the number in your bank account, but the memories you create. Therefore, focus on how your finances can maximize your life, not the other way around.”

- Cooper Mitchell


 

CEO of Foundation Family Wealth, Sunél Veldtman and DirectorElke Zeki who have both helped clients retire successfully for more than two decades, will speak about modern retirement, developments in retirement and what is required for successful retirement in a rapidly changing world.  They will also address:

  • How do I envisage my life up to and into retirement?
  • How much is enough to fund that life?
  • How much, where and how should I save for my retirement?
  • What if I have left it too late?
  • What can derail a well-constructed retirement plan?
  • What are the best tax strategies for retirement?
  • How can I protect my retirement income in today’s uncertain world?

JOIN US AT OUR ANNUAL IN-PERSON RETIREMENT WORKSHOP

Date: Wednesday, 13 March 2024.
Registration: 08:30 - 08:55
Time: Event starts promptly at 09:00 to 13:00
Venue: Ten Bompas Hotel, 10 Bompas Road, Dunkeld, 2196.
 


ABOUT THE SPEAKERS

SUNÉL VELDTMAN
Chief Executive Officer & Strategic Partner

As one of South Africa’s key female voices in finance, Sunél Veldtman advises, speaks and writes about how you can rethink and strategise your wealth and life.

She is the founder and CEO of Foundation Family Wealth: financial partners that empower individuals and families to make strategic financial choices and manage their wealth to enable a successful life. 

A CFA Charter Holder and CERTIFIED FINANCIAL PLANNER® professional, Sunél was a founding director at BJM Private Client Services for nearly two decades.

 

ELKE ZEKI
Director & Strategic Client Partner

Elke, co-founder of Foundation Family Wealth, is driven by her love of investments and curiosity about human behaviour. She takes pride in guiding clients through the complicated world of financial planning by utilising her coaching skills.

Elke has a B.Comm (Hons) in Financial Analysis, is a CERTIFIED FINANCIAL PLANNER ® professional, also holds an Advanced Diploma in Financial Planning and a coaching qualification through UCT.v

Yes, I would like to attend