Kamal Bhakta

Exciting updates are on the horizon! Starting July 1, 2025, new retirement plan requirements will take effect in Nevada. Stay tuned for more details and get ready to secure a brighter financial future for you and your employees. 🌟 #RetirementPlan #FutureReady #FinancialWellness #NevadaBusiness

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After many years of hard work, you’re finally prepared for retirement. This milestone marks the culmination of your efforts, yet ensuring a smooth transition into retirement involves careful planning and foresight. Packard Advisory is a trusted California-based financial firm that provides valuable guidance to help you achieve your dream retirement. Our financial advisors create personalized retirement strategies, helping ensure you can confidently navigate this new chapter of life with financial security and peace of mind. Set up your complimentary consultation today at packardadvisory.com. #packardadvisor #dreamretirement #financialplanning #californiaretirementplanning #californiaretirement #californiafinancialadvisor #financialgoals #retirementgoals

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Streamlining investment menus in retirement plans has become popular among plan sponsors to avoid overwhelming participants. Rather than reducing options, it may be good to consider offering a more intelligent selection that allows for diversified portfolios. #retirementplan #plansponsor #401kplan #retirecomfortably

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The myths, facts, processes, costs and taxes. The Glacier Two-Pot Retirement System Webinar 2024 covered a plethora of topics and themes on the new retirement reform. With so much misinformation doing the rounds and clients' expectations' misalignment with reality, the focus on the webinar was to bring intermediaries up to speed with the facts. The webinar kicked off with presenter, Annalise De Meillon-Muller CFP®, debunking the myths and laying out the facts. The first panel discussion, facilitator Sibabalwe Mgijima CFP®️, and panelists Hester Mostert and Adele van der Schyff, explored four personas at different stages of life, and how they are likely to approach Two-Pot. They also unpacked some of the practicalities of accessing the savings withdrawal benefit and what to do if you don't want to access your retirement savings. In the second panel discussion, facilitator, Annalise De Meillon-Muller CFP® with panelists Elton James, Sherwin Govender CFP®, MBA, Natashja Terblanche, Zaheer Bhikha, and Hildegard Wilson, examined how Two-Pot is the biggest change in the retirement industry in decades and will likely transform retirement income planning going forward. #GlacierBySanlam #GlacierTwoPotsRetirementSystemWebinar

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