Retirement Ready

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.


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


    Extra Night: YesNo