Managing Money in Retirement & Making a Will

‘Retirement is not the end of the road, it is beginning to an open highway’. The concept of retirement and thinking around it has undergone a sea-change with books like ‘Refire, Don’t Retire’, ‘Rethinking Ageing’ and ‘Ikigai’.

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‘Will my money last till end of my life?’ is the biggest concern in the minds of all retirees. Seniors have put their life on hold and now it is the chance to fulfilling all dreams be it travel or developing a hobby.

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Course Content

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• An intriguing discussion on life in the retirement and money management where we recognize the dilemmas of retirees.

• Determining, ‘how much money is sufficient for living a comfortable living?’

• How do I invest the corpus in different asset classes?

• Decluttering life and assets to arrive at simple manageable state of affairs.

• Gone are the days when we believed in ‘Saving for the seven generations. We now believe that we have made sufficient investment in education of our children and we are free from any financial liabilities towards them.

• We ask the most important question about our priority at this stage of our life, leaving a large corpus of fund or enjoying your life?

• How to make a simple and clear will that ease out tensions for the next generation.