Harvard House has more than 50 years of experience guiding retirees on their financial journey. Robin Gibson, a Director of the firm has been educating retirees and imminent retirees for more than 2 decades. Gareth Stead is a regular facilitator of Xpand’s hugely successful Navigating Retirement Seminar. During this unique weekend seminar, these two passionate presenters will expound on the critical components of a successful retirement, and money is only part of it. Do not miss out on this incredible opportunity, places are limited!
Date: 01 – 02 September 2023
Location: Granny Mouse Hotel, Old Main Road, Balgowan (https://grannymouse.co.za/)
Costs are as follows, per couple (double room) or per individual (single room):
Per couple: R 7,000.00
Single: R4,500.00
Costs above include: Bed and breakfast, your conference package, tea breaks, lunch on both days and dinner (Friday night only).
Weekend rate, no accommodation: R2,600.00 (price includes dinner Friday night)
If you wish to extend your stay to the Saturday night, there will be an additional cost of R1,900.00 bed and breakfast (single or couple).
If you would like to join us for this informative and exciting weekend in the Midlands, please complete the below form to register.
Agenda:
Friday: 1st September 2023
Arrival: 09.00am – 10.00am, morning session starts at 10.00am
Session 1:
Welcome/Introduction/ Retirement Readiness Assessment
Tea break: 11.00am – 12.00pm
Session 2:
Elements of a Successful Financial Retirement
Lunch: 13.00pm – 14.30pm
Session 3:
Retirement Myths
Tea break: 15.30 – 16.00
Session 4:
Investment Myths
Session ends: 16.45
Dinner: Time to be confirmed
Saturday: 2 September 2023
Morning Sessions: 9.00am
Session 5:
Managing the Retirement Transition
Session 6:
Strategies for an Underfunded Retirement
Tea break: 11.00 – 11.30am
Session 7:
Mental Sharpness and Purpose in Retirement
Lunch: 12.30pm – 14.00pm
Session 8:
Market Volatility in Retirement
Tea break: 14.45 – 15.15pm
Session 9:
Final Thoughts & Close
Close 16.00