What's next for you?
Whether you’re navigating midlife or preparing for retirement, transitions can be both exciting and overwhelming. This workshop is designed to help you reflect, gain clarity, and move forward with intention.
Join Kim Potgieter for a 6-hour interactive workshop where you’ll explore how to design a fulfilling next chapter—one that aligns with your purpose, values, and financial goals.
Cost: Free for Chartered clients (plus a friend at no charge)
R750 for non-clients (includes lunch, snacks, and materials).
Part 1: Navigating Transitions
✔ Pause and reconnect with yourself
✔ Identify your core strengths and values
✔ Gain clarity on your life story and future possibilities
✔ Shape your next chapter with intention
✔ Use the Bucket Wheel® to design a meaningful life
Part 2: Financial Planning – Aligning Your Life and Money
✔ Scenario Planning – Explore different life and retirement scenarios to see how
key decisions shape your future
✔ Investment Planning – Structure your investments to support your goals and
provide long-term financial security
✔ Estate Planning – Develop a legacy plan that honours your values and ensures
peace of mind
This workshop is more than just expert guidance—it’s an opportunity to connect with others on a similar path. Through shared experiences and meaningful conversations, you’ll gain valuable perspectives from peers, enriching your journey with collective wisdom and support.
For any queries email
U2hhaHphYWRlZSB8IGNoYXJ0ZXJlZHdlYWx0aCAhIGNvICEgemE=
No matter where you are in your journey, this workshop will equip you with the tools and insights to embrace change and step into your future with confidence.
Also check out other Workshops in Johannesburg.
