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Retirement Seminar

Wealth Design

Thursday, 12 September 2019 from 10:00 to 14:00 (BST)

Retirement Seminar

Ticket Information

Type End Quantity
Client 10 Sep 2019 Free  
Client Guest 10 Sep 2019 Free  
Professional Connection 10 Sep 2019 Free  
Team 12 Sep 2019 Free  
Guest (not a client) 12 Sep 2019 Free  

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Event Details

If you are planning for (or are already in) retirement, this seminar offers a perfect opportunity to learn more. The session includes talks on:

      • the psychology of retirement
      • what modern retirement looks like
      • financial planning for retirement

This seminar is open to all of our clients and their guests and is free of charge to attend. There will be tea, coffee and pastries on arrival and the day will end with lunch.

Expert Speaker - Retirement in detail

Peter Lawlor, Senior Retirement Consultant at LV, will be talking about the technicalities of financial planning. Topics he will be covering include death nominations (and how to get it right), annual allowance and the ability to take benefits, and phased tax-free cash income throughout retirement.

National Memorial Arboretum

You will also have the opportunity to explore the Arboretum free of charge.

Situated in Staffordshire, on the edge of the National Forest, the Arboretum is the UK’s centre of Remembrance. Their maturing woodland landscape is home to over 360 memorials.

Event Details

Details:                10:30- 14:00 on Thursday 12th September

Venue:                 National Memorial Arboretum, Lichfield

Seminar Timings

10:00:   Tea, coffee and pastries on arrival.

10:30:   The Psychology of Retirement - David Philips, Director and Chartered Financial Planner, Wealth Design.

Beyond financial planning – what does retirement really mean?  ‘r = x+y’ Where: “R=Retirement, x= Financial Security and now I need to find out y?”

11:15:    Investing for Modern Retirement? Steve Bennett, Director and Financial Planner, Wealth Design.

We are living in a landscape of change—people are living longer and are retiring later—what are the implications in terms of investing for retirement?

11:45:    Coffee Break.

12:00:    Retirement in detail - Peter Lawlor, Senior Retirement Consultant, LV.

The technicalities of retirement: phased tax-free income throughout retirement, annual allowance and the ability to take benefits, and death nominations.

12:45:    About the National Memorial Arboretum

A brief overview of the venue.

13:00:    Lunch.

14:00:   Guests can explore the Arboretum at their leisure.

Do you have questions about Retirement Seminar? Contact Wealth Design

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When & Where

National Memorial Arboretum (Alrewas, Staffordshire)
Croxall Road
DE13 7AR Alrewas
United Kingdom

Thursday, 12 September 2019 from 10:00 to 14:00 (BST)

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Wealth Design

Wealth Design believe that a job well done and an honest fee go hand-in-hand, which is exactly what you can expect when working with one of our financial advisers.

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