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What age do you want to retire? Is your financial retirement plan on track?

Listen to our experts’ top tips on preparing your finances for retirement and how you could effectively use your tax allowances in order to maximise your retirement savings. They discuss why preparation is key to a comfortable retirement, along with the benefits of cashflow modelling and if phased retirement could be an option for you.

06/12/2023 - 10:00-11:00
|Webinar event

Online

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Listen to our experts’ top tips on preparing your finances for retirement and how you could effectively use your tax allowances in order to maximise your retirement savings. They discuss why preparation is key to a comfortable retirement, along with the benefits of cashflow modelling and if phased retirement could be an option for you.

Find out more about:

  • Key retirement planning considerations
  • Pensions and your options at the point of retirement
  • The benefits of cashflow modelling
  • Managing investment risk
  • The effective use of tax allowances

Key take outs from this event:

What you need to do to create a successful retirement plan and the next steps to make it come to fruition.

The value of investments, and the income from them, may go down as well as up and investors may not get back the amount originally invested.

To view Zoom's privacy statement please click here

Speakers

Malcolm Robinson

Malcolm Robinson

PartnerFinancial Planning

Ricky Wilson

Ricky Wilson

PartnerFinancial Planning

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