Navigating retirement | Summer School

NAVIGATING RETIREMENT

Gareth Stead, trainer, coach, consultant; Kenny Meiring, financial advisor, financial wellness coach

Monday 19–Tuesday 20 January  5.00 pm  COURSE FEES R230; Staff and students R115

This course will discuss the critical elements required to enjoy a healthy and fulfilling retirement. It focuses on the psycho-social and financial aspects – both equally important.

First the five myths of retirement will be examined, followed by a scan of the eight elements that make up a successful retirement and the four phases of retirement, and how to navigate them. Next is a focus on financial planning: how to determine the amount required to retire comfortably; why retirees run out of money and what can be done about it; how to structure retirement income for maximum tax efficiency; ways to simplify the inheritance process for heirs; and how to minimise estate duty.

The content will be as relevant to those approaching retirement as it will to those who are already retired.

Lecture titles

Successful retirement
Financial planning

Recommended reading

Anthony, M. 2020. The New Retirementality. New Jersey: Wiley Blackwell.

Bridges, B. 2020. Transitions: Making Sense of Life’s Changes. New York: Da Capo Lifelong Books. Cameron, B and Fourie, W. 2018. The Ultimate Guide to Retirement in South Africa. Cape Town: Penguin

Random House.

Donders, P. 2008. Resilience. South Africa: Expand Edition.

TO BOOK: https://www.webtickets.co.za/performance.aspx?itemid=1575435175

Gareth is passionate about training and coaching professionals to live healthy, meaningful and integrated lives as well as to create endearing organisational cultures. He is a specialist in the field of navigating the psycho-social aspects of retirement. He holds a B.Sc (Hons) in Actuarial Science (from UCT) and a Certificate in Finance and Investments (from the Institute of Actuaries in London). He has completed multiple leadership and executive coaching programmes and has 30 years’ experience training and coaching leaders and professionals in multiple sectors. He is an Executive Coach and Master Trainer with Xpand South Africa, a consultancy group based in 15 countries with over 120 consultants that support individuals and organizations to combine their own skills and vision to grow in a healthy sustainable way. He is the lead designer of Xpand’s Navigating Retirement coaching and training process that is now reaching international audiences. He is passionate about nation building, loves the outdoors, travelling, reading, sports, gardening and is an occasional chef. He is married to Wendy, has four children and 2 dogs. He lives in Durbanville.

Kenny Meiring loves making complex financial concepts easy to understand. As the personal finance columnist for Daily Maverick 168, he’s known for breaking down retirement and estate planning in practical, jargon-free language.

With over 30 years of executive experience in the financial services industry, Kenny now runs an independent advisory practice focused on helping individuals make financial decisions for retirement and beyond. He regularly presents to retirement groups and educational institutions across South Africa.