Addressing the needs of retired and soon-to-be-retired people
Johannesburg, 27 July 2020: The first in a series of webinars, presented by the South African Independent Financial Advisors Association (SAIFAA) launches next Wednesday, 29 July 2020 from 09:00-10:00. In a first for South Africa, the estimated value of the four webinars (at a cost of only R1 500) would exceed R10 000 if making individual appointments with any of the speakers.
This Certified Post Retirement Practitioner (CPRP®) webinar will address the Psychology of Retirement, and will be hosted by Dr Hannetjie van Zyl-Edeling, author of Over the Moon: A Guide to Positive Ageing. The webinar will unpack some of the stark personal realities that retired and soon-to-be-retired people face as they enter this phase of their lives.
When advising their clients, one of the most challenging areas for Advisors is the post-retirement decumulation phase. And this series of webinars seeks to demystify the phase in detail, in the interest of better post-retirement planning across the board. The series is the first of its kind in South Africa, and is not only available to Independent Financial Advisors (IFAs) and all Advisors but also the general public.
Marketing and brand experience experts, CWDi, have been appointed to manage the series, and the remaining webinars will address:
- Preparing Clients and Spouses for Retirement (31 July, 09:00-10:00) – hosted by Senior Management Consultant Dr Anne Blacklaws from the Bridge to Fulfilling Retirement. This will cover managing relationships and personal outcomes following retirement.
- Preparing for Incapacity (5 August, 09:00-10:00) – hosted by Johann Jacobs, Executive Consultant in Trusts and Estates. This addresses Power of Attorney and curatorship in the event of dementia; for example, the issue of Power of Attorney becoming null and void when dementia is diagnosed.
- Trends in the Retirement Accommodation Industry (7 August, 09:00-10:00) – Arthur Case, CEO of RezCare, talks about the pros and cons of the various purchase retirement accommodation models and his pioneering of an “alternative” to retirement village living; based on the “age-in-place” concept that is well established internationally. As this model is rolled out in South Africa, retired seniors will have more choice in choosing a retirement accommodation solution.
Attendance is free to SAIFAA members and R 1500 for all four webinars to non-members. Up to four CPD points can be earned for attending all four webinars. This is a unique opportunity to gain a better understanding of a massively under-serviced area in the Advisory community, and is likely to provide multiple forward-thinking insights.
Book your place for the Post-Retirement Planning Webinars online at www.virtualevent.co.za/saifaa.
Issued By: The Lime Envelope
On Behalf of: CWDi
For Media Information: Tebogo Makola
Telephone: 011 467-9233
Email: [email protected]
Notes to the editor
CWDi is an award-winning brand agency, specialising in brand experiences that connect people. The company has its roots in collaboration and entrepreneurship, with Colourworks and Designers Ink merging in 2019 to form one creative powerhouse, dedicated to solving business challenges with creative solutions.
CWDi is 52% black women owned company that operates from offices in Cape Town and Johannesburg, working with clients throughout Africa and across the globe. United in the common goal of creating experiences that connect people, the organisation is able to do more together than ever before, delivering quality work that is bold, courageous and creative.