INVITE | Do you have what it takes to retire well?
26 March 2025 - 26 March 2025
Yes, I would like to attendDO YOU HAVE WHAT IT TAKES TO RETIRE WELL?
Retirement is more than lazy days on the golf course—it's a new chapter filled with opportunities and challenges. With unpredictable global changes, planning ahead has never been more crucial.
Join our workshop to discover how to confidently plan for a fulfilling retirement—one that goes beyond just financial security, aiming for true wealth for life. Don’t miss this chance to secure your future.
Feel free to bring along anyone who could benefit!
"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 Director, Elke 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, 26 March 2025.
Registration: 08:30 - 08:55
Time: Event starts promptly at 09:00 to 13:00
Venue: 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.
Yes, I would like to attend