Wondering if you’re saving enough to retire when you want, and whether your money will last as long as you do?
Join Alex Roberts, Financial Planner at Wise Investment, for a free, interactive webinar on how cash-flow modelling brings clarity and confidence to your financial plan. Using real-life scenarios, Alex will show how small, strategic changes, from pension contributions to investment risk, can make a big difference to long-term outcomes. Ideal for individuals or couples looking to take control of retirement planning, reduce taxes and protect their estate.
Date & time: Thursday, 11 September 2025, 11:00–12:00 (BST)Format: Live webinar (recording sent to all registrants)Cost: Free
Register now: https://zoom.us/webinar/register/WN_Ui-arhXyQCWoudPHB_Wy2A
Key takeaways
- What cash-flow modelling is and how it works
- How to test “what if?” scenarios (retirement age, spending, market returns)
- The impact of adjusting pension contributions and investment risk
- Ways to plan for tax efficiency and estate protection
- How to turn insights into an actionable financial plan
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Who should attend
- Anyone planning for retirement in the next 5–15 years
- Individuals or couples wanting to be confident their money will last
- People reviewing pensions, investments, or drawdown strategies
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Presenter: Alex Roberts, Financial Planner, Wise Investment
This webinar provides general information and does not constitute personal financial advice. Your circumstances are unique; consider seeking regulated advice before making decisions. Investments can go down as well as up, and you may not get back the full amount invested. Tax treatment depends on individual circumstances and may change.
