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Today’s episode of ‘Lessons from the Masters’ will feature insights on the right approach to retirement planning.
While excel sheets and financial calculators are the common tools here, retirement planning is much more than these.
Suraj Kaeley, Independent Consultant & Coach in conversation with KS Rao, Head - Investor Education & Distribution Development, Aditya Birla Sun Life MF will help you adopt the right approach for investors across age groups.
Suraj has over three decades of experience across financial services and holds a Master’s degree in Management Studies and a Bachelor of Science from Mumbai University.
He is the founder and master coach of The Sales Accelerator and The Retirement Income Course. Earlier, Suraj worked as Group President - Sales & Marketing with UTI MF. He has also headed the sales & marketing teams at Franklin Templeton, MetLife and FIL Fund Management (part of Fidelity worldwide).
While talking about other important aspects of retirement planning, Suraj will also take up your questions during the Q&A round.
You can expect to hear on
- Key issues in retirement planning
- Opportunities for MFDs/RIAs
- Important things to keep in mind
- Ways to nudge clients to think more seriously about retirement
- Going beyond excel sheets and financial calculators in retirement planning
The episode will go live at 4:30 pm today i.e. December 15, 2022 (Thursday).
Click here to register.
