Retirement planning and tax year end event

Stefanie Price Wealth Planning

Stefanie Price invites you to join her for a face to face event discussing all things retirement planning and tax year end.

The Cherry Tree

This event is to support and guide those who are yet to retire and who would prefer to attend our in person event rather than our online event. If you haven’t got it all planned out yet, then this event is for you. A key part of planning for your retirement is understanding what this looks like for you – we will help you to discover not only the practicalities of saving for retirement but also the emotional and life planning that has to go alongside these more practical elements.Would you like to understand how pensions work and what options you have when you are saving for retirement?Would you like to understand what options you might have when you actually reach retirement?Would you like to explore other tax efficient ways that you are able to plan for your retirement alongside pensions?At Stefanie Price Wealth Planning, it is our job to help and educate people in planning for a better financial future.*Our retirement planning event is complimentary to all existing clients. If you are a client and would like to attend please get in touch directly with the office to book your place - 01234 241441. The value of an investment with St. James&#x27;s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.Stefanie Price Wealth Planning is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. S﻿JP Approved 28/12/2022

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Retirement planning and tax year end event

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Retirement planning and tax year end event

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