Making the most of your retirement

We are award-winning financial planning experts – independent, professional and excellent listeners.Our financial planners in Nottingham and Derby can work with you to establish what you want to achieve now and for the rest of your life, discussing your worries and priorities along the way. We analyse your entire financial situation now and forecast what it will look like in the future.Then we design a clear plan, including advice about investments, minimising tax, and planning for the unexpected. All of which gives you the best chance of comfortably doing everything you wanted.Our goals-based and holistic financial planning approach mean we can answer important questions. That includes knowing when you will be financially independent when you can afford to retire, if you can support your family financially, or if your planned lifestyle is sustainable. This way of working has earned us a place in the New Model Adviser® Top 100 Financial Adviser firms in the UK for 2018, 2019, 2020 & 2021.It might sound complicated, but we make sure even the most complex of advice is clear and easy to understand.

Balance: Wealth Planning

This workshop is designed to get you thinking about how you can organise your money to help you make the most of your life in retirement.

Balance: Wealth Planning Limited 

<p>Balance: Wealth Planning is hosting a free one-hour session for those who have recently retired, or are approaching retirement and want to make the most of this new phase in life. This workshop will provide them with valuable insight into the practical tools and essential factors to consider to ensure a fulfilled and happy retirement.</p><p></p><p>Since we’re all keeping healthier and living longer, retirement is the perfect time to discuss the importance of goal setting. Research has identified that we need to prepare and train ourselves for retirement, but the reality is often different. Many of us get to retirement unprepared, either due to a change in circumstances that has brought retirement unexpectedly forward or because we have been so wrapped up in pre-retired life that we are not adequately ready for what’s next.</p><p></p><p>The details of our workshop can be found below, so please book your place or forward this event on to anyone you think might benefit from our session.</p><p></p><h3>Where</h3><h3></h3><p>Riverside Chambers, Full Street, Derby, DE1 3AF </p><p></p><h3>When </h3><h3></h3><p><strong>Thursday 27th February 2020 </strong> from <strong>6pm - 7.30pm</strong>. </p><p></p><p>The workshop will run for about one hour with time for questions afterwards. </p><p></p><h3>The agenda </h3><h3></h3><p>The workshop is designed to provide insight into how to enjoy a healthy and wealthy retirement and we will help to answer questions from three core areas: </p><p></p><p>1. <strong>Financial</strong> – such as, “Will I run out of money?” and “Have I got enough?”</p><p>2. <strong>Emotional</strong> – such as, “How do I adjust to the challenge of not working 40 hours a week?” and “How do I avoid losing my sense of identity?”  </p><p>3. <strong>Practical</strong> – such as, “How do I reconnect with hobbies, interests, and people?” </p><h3></h3><p>The speaker will be our expert Financial Planner, <a href="https://balancewealth.uk/about-us/our-team/tina-winter/" target="_blank" data-msys-clicktrack="0" rel="nofollow noopener noreferrer">Tina Winter</a>, who has vast experience working with people in this phase of life. </p><p></p><h3>Will we see you there? </h3><p></p><p>We understand that just because someone has retired (or semi-retired) from working doesn’t mean that they are retired from life! </p><p></p><p>Our aim is that people leave the workshop armed with the vital things to think about to plan for a secure, but fulfilled future.</p><p></p><p>Please send any questions in advance to <a href="http://marketing@balancewealth.uk" target="_blank" data-msys-clicktrack="0" rel="nofollow noopener noreferrer">marketing@balancewealth.uk</a>.</p><p></p><p>Unable to attend the workshop? Why not book an introductory meeting directly with Tina <a href="https://outlook.office365.com/owa/calendar/BalanceWealthPlanningLimited@balancewealth.uk/bookings/" target="_blank" data-msys-clicktrack="0" rel="nofollow noopener noreferrer">here</a> or call <a href="http://0115 7722126" target="_blank" data-msys-clicktrack="0" rel="nofollow noopener noreferrer">0115 7722126</a> to arrange.</p><p></p><p>We will also be sending around a web-based version of the session to anyone that expresses an interest. Please contact <a href="http://marketing@balancewealth.uk" target="_blank" data-msys-clicktrack="0" rel="nofollow noopener noreferrer">marketing@balancewealth.uk</a> for further details.</p>

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Making the most of your retirement

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