09:45 - Registration
We recommend all attendees to join the event early to facilitate introductions and to address any technical concerns ahead of the event.
enquiries@plannedfuture.co.uk
Planning For Retirement Webinar
Wednesday 12th March 2025
10.00am - 4.00pm
Are you looking for guidance on Planning For Your Retirement from an expert in the field? Join us for an informative webinar designed to equip you with the knowledge, tools and confidence to plan for a comfortable and fulfilling retirement.
Participants also have the opportunity to schedule a follow up 1-2-1 meeting with one of our Money Guides to discuss your personal plans and goals for retirement. This meeting offers the chance to address any specific questions or concerns regarding your personal financial situation.
MORNING ONLY
Financial Planning For Retirement (Half-Day)
Wednesday 12th March 2025
10:00 - 12:30
Online Via Zoom
£99 +VAT Per Person
AFTERNOON ONLY
Planning Your Retirement Lifestyle (Half-Day)
Wednesday 12th March 2025
13:30 - 16:00
Online Via Zoom
£99 +VAT Per Person
FULL DAY
Planning For Retirement (Full-Day Course)
Wednesday 12th March 2025
10:00-16:00
Online Via Zoom
£149 + VAT Per Person
What Can I Expect To Gain?
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Practical tips for maximising your retirement savings
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Strategies for creating a budget for retirement that aligns with your lifestyle and goals
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Tools for finding meaning and purpose in retirement
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Connections with like-minded individuals on their retirement journey
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The option for a follow up 1-2-1 meeting with a Money Guide to address your specific questions and concerns
Your Agenda
10:00 - Financial Planning For Retirement (Part 1)
- Making a good pension choice
- Taxation In Retirement
- Wills & Power of Attorney
10:50 - Break
(10 Minutes)
11:00 - Financial Planning For Retirement (Part 2)
- Inflation & Longevity
- Investment Strategies
- Planning Your Estate
11:50 - Break
(10 Minutes)
12:00 - Features & Benefits of Common Occupational Pension Schemes
Discuss the advantages and functionalities of common occupational pension schemes to optimise your retirement planning strategy.
12:30 - Lunch Break
(1 Hour)
13:30 - Life Impact of Retirement (Part 1)
Discuss an overview of State Pension benefits and the qualifying criteria for this.
14:45 - Break
(15 Minutes)
15:00 - Life Impact of Retirement (Part 2)
Explore the various ways retirement can influence daily life including financial considerations, physical health and social impacts. Discuss strategies to navigate this period for a fulfilled retirement.
15:45 - Course Overview & Evaluation
Attendees are encouraged to reflect on the session and share their thoughts. This time also allows for questions.
Need more information?
You can find out more about our open events at Planned Future by completing the form or contacting us on the below numbers.
- 0344 9672567