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The upcoming episode of ‘Lessons from the Masters’ will help you identify opportunities in retirement planning while addressing the key issues related to it. It will also help you to identify the right retirement planning approach for investors across age groups.
Suraj Kaeley will share tips to generate regular post-retirement income for investors in conversation with KS Rao, Head - Investor Education & Distribution Development, Aditya Birla Sun Life MF.
Suraj, an Independent Consultant & Coach holds a Master’s degree in Management Studies and a Bachelor of Science from Mumbai University.
With over three decades of experience across financial services, Suraj is an industry veteran and the founder and master coach of The Sales Accelerator and The Retirement Income Course. In his last stint, he was a part of UTI MF as Group President - Sales & Marketing. Earlier, he headed the sales & marketing teams at Franklin Templeton, MetLife and FIL Fund Management (part of Fidelity worldwide).
Suraj will also touch upon other pertinent topics like -
- Key issues with retirement planning
- Important things to know in retirement planning
- Ways to nudge clients to think more seriously about retirement
- Going beyond excel sheets and financial calculators in retirement planning
Additionally, you can also discuss your concerns and ask questions during the Q&A session.
The upcoming episode is scheduled for December 15, 2022 (Thursday) at 4:30 pm.
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