08:30-09:30 | 7 JULY, 2023
Are you ready for the changes in the retirement industry? Have you heard about the “two-pot” system? Are you prepared?
From 1 March 2024, the proposed “two-pot” retirement system will come into effect, as per the information issued by National Treasury.
So how does this affect you and your client?
TOPIC: How will the Two-Pot Retirement system affect you and your clients?
Johann Peens CFP ® will take you through the following topics on this matter, to consider and better prepare you, and your clients:
- What do the rules allow for currently?
- How will the rules change from 1 March 2024?
- Is it a good change? Or Bad?
- What should you consider to prepare for this change?
We would love to understand what other questions IFAs may have. So please submit your questions or queries you may have about the proposal, and we can tackle some of these questions in our session.
The presentation will also be a great tool for you to use in meetings with clients.
Looking forward to sharing our knowledge and seeing you there!
These one-hour networking events will allow us to keep in touch with each other and hear from a new keynote speaker each month. We have always believed that we are stronger when we stand together, just like the water buffalo. As our world has changed in the last 18 months, we believe that these events will form a strong foundation for our community going forward.