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Is planning for this
IMPORTANT?
Retirement
#Simply Speaking Lesson 6
“The process of determining retirement income goals and
the actions and decisions necessary to achieve those goals.
Retirement planning includes identifying sources of
income, estimating expenses, implementing a savings
program and managing assets. Future cash flows are
estimated to determine if the retirement income goal will
be achieved.”
- Investopedia
•Because you want to lead an active and a
healthy life when you grow old.
•Irrespective of the fact that the medical
expenses are doubling every 5 years
Because private employees do not get a
Pension & no Income post retirement
The ever increasing rates of Inflation
and your Expenses will make saving
sufficient funds for your retirement
difficult
• Because it feels good to be Independent !
• Avoid dependency on children
When and what is the expected requirement:
For a life of pride and independence, you need to determine the age
when you want to retire and the number of years thereafter.
Amount to Invest:
Your aim is to receive maximum and timely payments during the golden
years of your life. So, plan wisely on the right amount and mode of
payments. The More you Invest, The More you earn!
Features offered by the plan:
All plans have different characteristics. You need to weigh out the
options available and decide on the one that is most suitable to your
needs and lifestyle.
Contact us for more information... And we will take care of all your retirement requirements
Like us on Facebook | Follow us on Twitter
Subscribe to our Blog | Follow us on LinkedIn
www.samarthedufin.com

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Importance of retirement planning

  • 1. Is planning for this IMPORTANT? Retirement #Simply Speaking Lesson 6
  • 2. “The process of determining retirement income goals and the actions and decisions necessary to achieve those goals. Retirement planning includes identifying sources of income, estimating expenses, implementing a savings program and managing assets. Future cash flows are estimated to determine if the retirement income goal will be achieved.” - Investopedia
  • 3. •Because you want to lead an active and a healthy life when you grow old. •Irrespective of the fact that the medical expenses are doubling every 5 years Because private employees do not get a Pension & no Income post retirement
  • 4. The ever increasing rates of Inflation and your Expenses will make saving sufficient funds for your retirement difficult • Because it feels good to be Independent ! • Avoid dependency on children
  • 5. When and what is the expected requirement: For a life of pride and independence, you need to determine the age when you want to retire and the number of years thereafter. Amount to Invest: Your aim is to receive maximum and timely payments during the golden years of your life. So, plan wisely on the right amount and mode of payments. The More you Invest, The More you earn! Features offered by the plan: All plans have different characteristics. You need to weigh out the options available and decide on the one that is most suitable to your needs and lifestyle.
  • 6. Contact us for more information... And we will take care of all your retirement requirements Like us on Facebook | Follow us on Twitter Subscribe to our Blog | Follow us on LinkedIn www.samarthedufin.com