enquiries@plannedfuture.co.uk

Planning For Retirement Webinar

Wednesday 16th October 2024 | 9.45am - 3.45pm

Morning, afternoon or full-day sessions available

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. 

As an additional benefit of attending this session, participants have the opportunity to schedule a follow up complimentary 1-2-1 consultation with a certified financial adviser. 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)

£149 +VAT Per Person

Wednesday 16th October 2024

10:00 - 12:30

Online Via Zoom

BEST VALUE - FULL DAY

Planning For Retirement
(Full-Day Course)

£199 + VAT Per Person

Wednesday 16th October 2024

10:00-16:00

Online Via Zoom

AFTERNOON ONLY

Planning Your Retirement Lifestyle (Half-Day)

£149 +VAT Per Person

Wednesday 16th October 2024

13:30 - 16:00

Online Via Zoom

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Want to pay another way? Get in touch

What Can I Expect To Gain?

  • Practical tips for maximising your retirement savings 

  • Strategies for creating a budget for retirement that aligns with your lifestyle and goals

  • Tools for finding meaning and purpose in retirement 

  • Connections with like-minded individuals on their retirement journey

  • A complimentary 1-2-1 meeting with a certified financial adviser to address your specific questions and concerns 

Event Agenda

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.

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)

This marks the end of the morning session, and the beginning of the afternoon session. 

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. 

MORNING ONLY

Financial Planning For Retirement (Half-Day)

£149 +VAT Per Person

Wednesday 16th October 2024

10:00 - 12:30

Online Via Zoom

BEST VALUE - FULL DAY

Planning For Retirement
(Full-Day Course)

£199 + VAT Per Person

Wednesday 16th October 2024

10:00-16:00

Online Via Zoom

AFTERNOON ONLY

Planning Your Retirement Lifestyle (Half-Day)

£149 +VAT Per Person

Wednesday 16th October 2024

13:30 - 16:00

Online Via Zoom

Need more information?

You can find out more about this Retirement Planning Open Webinar by completing the form or contacting us on the number below.