Client Care Rocking Retirement

The first Client Care Rocking Retirement event was a resounding success, setting the stage for an even more engaging and informative second meeting.

The occasion was held at the St Francis Brewery a few weeks ago. The purpose of the quarterly gathering is to address different aspects of retirement that are often overlooked when planning this phase of life. The guest speaker for the inaugural event was Gareth Stead, the lead designer of Xpand SA’s state-of-the-art Navigating Retirement process.

Misconceptions and Myths

Around 40 interested and engaged guests attended the interactive event, at which Gareth explored many misconceptions and myths about retirement and life after work. One interesting fact he shared was that our 60s are the most productive decade of our lives, which only 30% of the audience guessed correctly. Also, retirement is the second most significant transition we go through in life, the biggest being the loss of a loved one.

Stressful Transition

A confidential poll showed that 40% of attendees were worried about spending too much or running out of funds in retirement, while 50% acknowledged that retirement was a stressful transition. The event ran for an hour, and attendees enjoyed scones and their choice of tea or coffee.

Second Gathering

The next event will be held at the St Francis Brewery on June 21st at 10 am. The guest speaker will be Mandy Dix-Peek, head of Fiduciary Private clients at Old Mutual Wealth. Her talk, “The Emergence of the Global Citizen,” will discuss legal complications stemming from having family scattered around the globe and solutions to this.

Bookings can be done directly with the St Francis Brewery at 063 274 3743.