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Location

Hub 26

Hunsworth Lane

Cleckheaton

Bradford

BD19 4LN

United Kingdom

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Event description

Description

Why you should attend

Beginning to think about pensions and retirement?

The decisions you are about to make will affect your income, lifestyle, health and happiness for the rest of your life. You have lots of options; lots of choices and decisions to make; and plenty of potential to get it wrong!

Our team of experts will share the secrets of how to avoid ruin in retirement. Get sensible, real-world advice to avoid the financial mistakes and lifestyle choices you could live to regret.

Who should attend

Business owners, professionals or those already retired; looking to make plans for pensions and later life plans. Wise people who want to keep hold of more of their assets and make their money work for them.

What you will receive

Objective and unbiased information from independent experts. This informal seminar will help you learn about your money and the decisions that can lead to ruin in retirement.

You will leave with more of an understanding of how much of your retirement is at risk, how much is safe, how much is liquid and why. The seminar will show you the options you have to manage your money and how to make the transition from employment and business ownership to a happy retirement.

Traditional financial seminars only show one side of the story and are designed to promote investment products. This seminar gives you clear, unbiased and up to date information. Discover the key to building a personal financial and life plan that meets your needs.

The Detail

Seminar topics

Making your money work for you

  • Options for investment
  • Challenging the myths of offshore investments

Managing Tax in Retirement

  • Tax efficient savings
  • Getting to grips with capital gains and inheritance tax
  • Income and tax in retirement

Planning the next stage of your life

  • Planning for key life changes and new chapters
  • How to enjoy a happy and fulfilled longer life
  • Managing the move from business ownership and work to life in retirement.

Financial Beliefs, Behaviours and Actions

  • How confirmation bias works to make you poorer
  • The part emotions play in losing you money
  • How to control your financial future.
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Location

Hub 26

Hunsworth Lane

Cleckheaton

Bradford

BD19 4LN

United Kingdom

View Map

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