Retirement Planning Workshop

Do You Have Enough
for the Retirement
You Have Planned?

A focused workshop on retirement planning, income planning, and asset structuring, built for Bangalore's senior professionals who want clear answers, not more complexity.

Check Your Retirement Readiness Score
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Retirement Planning
Workshop
Saturday, 9th May 2026 11:00 AM – 12:00 PM
Right Horizons Pvt. Ltd. Bannerghatta Road, Bangalore – 560076
Free Offline Workshop
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About Right Horizons

Planning That Works Around Your Goals

Right Horizons is a SEBI-registered financial advisory firm focused on retirement planning, wealth management and portfolio management for salaried professionals and HNI clients in Bangalore. We work on one principle: your benchmark is your family, not the market index.

22+Years of Advisory
SEBIRegistered
1:1Consultation
Workshop Agenda

What This Workshop Covers

01

Retirement Planning Check

Find out if your current corpus is sufficient, what your monthly income will look like in retirement, and what gap — if any — needs to be addressed before you stop working.

02

Building a Tax-Efficient Income Plan

How to structure withdrawals from PF, MFs and other instruments using SWPs and laddering so you pay less tax and keep more of what you have built.

03

Healthcare and Contingency Planning

Why standard health insurance caps fall short after 60, and how to build a separate medical buffer that protects your corpus without disrupting monthly cash flow.

04

Consolidating Scattered Assets

Bring your PF, PPF, direct stocks, mutual funds and PMS into one coherent picture. Walk out with a clear sense of what you have, where it sits, and how it works together.

Who Should Attend

Built for Bangalore's Senior Professionals

IT and Tech Leaders

Age 45–55, planning exit or a shift to consulting

CXOs and Senior Managers

With PF or VRS corpus needing structured deployment

Business Owners

Separate retirement
from business wealth

Pre-Retirees (55–60)

With fragmented holdings and no single view of their wealth

Rachna Rego
Speaker for the Event

Rachna Rego

Director · Right Horizons

Rachna Rego brings over 30 years of corporate and financial advisory experience to this workshop. She spent nearly 14 years at Wipro and Infosys in delivery and account management, working with clients across the US, Europe and Australia. She has been with Right Horizons since 2008, leading Research, Financial Planning, Compliance, Training and Process functions. Rachna focuses on financial education that is practical, clear and applicable. She speaks regularly across online and offline platforms on retirement planning, financial planning, tax planning and ESOPs.

Retirement Planning • Financial Planning • Tax Planning • ESOPs
Common Questions

Questions: We Hear Every Time

“
I have EMIs and college fees. Can I really set aside money for retirement right now?

You can get a loan for education — you cannot get one for retirement. We will show you how to ring-fence a retirement bucket that stays untouched, while funding education separately with clear caps.

“
I just received my PF corpus and I am worried about putting it in at the wrong time.

Capital protection comes first. We use a staged entry approach over 12 to 18 months that smooths out market timing risk so your life savings are never deployed at a single point.

“
Why pay for an advisor when I can see everything on Zerodha or Scripbox myself?

Apps are built for buying. Who tells you when to sell, or how to sequence withdrawals for tax efficiency? We provide a consolidated view plus human coaching when markets create doubt.

Reserve Your Place

Limited Seats. One Hour.
A Plan That Actually Answers the Question:
Do You Have Enough for the Retirement You Have Planned?

Join us for an exclusive free offline workshop on 9th May 2026 at Right Horizons Investment Advisory Pvt. Ltd., Bangalore. No sales pitches. No product push. Just structured financial clarity from a SEBI-registered advisor who works only with serious investors.

Reserve Your Seat
SEBI Registered Firm Free Workshop, No Fee E-mail Sent Limited Participants View Venue on Maps
9th May 2026 · Free Offline Workshop Retirement Planning Workshop · Limited Seats
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Offline Event Registration
9th May 2026  •  11:00 AM – 12:00 PM  •  Free