How to manage your Wealth & Retirement Corpus - Physical Workshop by Parimal Ade & Gaurav Jain

We have completed thousands of Financial Plans and understand the primary challenges in managing wealth and retirement corpus.

The session is specifically tailored for investors who are nearing retirement, those who have retired, or individuals who have accomplished all their major financial goals such as retirement, children's education, and marriage, and have attained financial freedom.

Session will be very interactive with Q&A session as well as investor meet (networking session).

Date and Time : 12th Oct, 2025 (Sunday)

Location: Pune ( Offline Session ) 

Flow of Event:

• 10:00 AM - Why Retirement is most important Goal? Key Worries & Mistakes related to Retirement
• 10:30 AM - Pre vs Post Retirement Financial Planning - What is the difference?
• 10:45 AM - Is my Retirement Corpus enough?
• 11:15 AM - Tea Break
• 11:30 AM - How to manage my Retirement Corpus & Wealth? Strategies to discuss Post Retirement (Financial Freedom) Scenarios. Case Study based.
• 12:45 PM - Asset Allocation & Diversification Strategies - Wealth Management
• 1:30 PM - Q&A followed by Lunch
  

Very Limited Seats, Book Now!