Navigating Life’s Transitions - Midlife & Retirement (JHB)

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. 

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 [email protected]

Please note that the ticket fee includes lunch, snacks, and materials.

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.