Money Series

Retirement Planning Workshop

Retirement Planning session for HNRs
By Dr A.V.Senthil
Facilitated by V.Ravi

Note from Ravi: Many of us who are retired or in the last phase of our career are jolted by COVID19 and this made us think about the future from a more objective viewpoint. This has a special focus on health care, retirement planning, Tax planning and Estate planning which gets more complicated if our children are settled abroad. Quite a few members have been approaching me to suggest a solution suited to our members. I happened to meet Dr.AV Senthil, our member and a veteran retirement planner for over a decade and he has offered to conduct a workshop on the same.

Programme details:
Topic: Retirement planning for HNRs

Areas covered:
– Health care
– Tax planning
– Investment planning
– Income planning
– Estate legacy
– Will/trust
– Successful aging
– Long term care

About the Speaker:Dr. AV Senthil is the Co-Founder of Tejas. He started his career with TCS (1992 to 2007), and worked for IBM, Capgemini, TechMahindra for 10+ years. He specialises in working Family Owned Businesses, HNI Families – www.avsenthil.com

Dates of workshop:
Session 1: September 28th, 11:00 am to 12:30 pm
Session 2: September 30th, 11:00 am to 12:00 pm

Meeting Details: 

Topic: Retirement planning workshop – Session 1 
Time: Sep 28, 2020 10:55 AM

Meeting Link

Meeting ID: 845 0926 1815
Passcode: 12345

Topic: Retirement planning workshop – Session 2 
Time: Sep 30, 2020 10:55 AM

Meeting Link

Meeting ID: 863 1865 8508
Passcode: 123456


Programme details From Dr. Senthil:Congratulations for stepping in to the *Golden Years*! You made it! At every stage of our life, we have questions, concerns and we seek clarity.

Presentation Programme Details From Dr.Senthil

To confirm your attendance for the workshop, drop in a message to

Ravi V
Ph:     +91 95000 40965
Email: ravisujatha@gmail.com

Chandini
Ph:     +91 90940 03344
Email: generalmanager@fortessgroup.org

Sep 28 - Sep 30, 2020