The standard retirement planning workshop is for up to 15 people which can be increased to accommodate up to 20 delegates at an additional charge of £25 + VAT per additional person.
The workshop covers all aspects of retirement planning including areas such as:
Filling spare time
Lifestyle choices
Financial planning
Mortgages
Pension options
Self employment
Job hunting for those looking to work part time
Volunteering
Health and Fitness
Wills, probate, intestacy
Setting up Power of Attorney
plus many other areas
The day is designed to provide guidance and inspiration, whilst also looking at the more practical side of retirement planning.
Supporting the day are comprehensive notes.
We are not financial planning advisors although we will review areas of finance attendees might wish to consider.
By prior arrangement, was can arrange for a local IFA (Independent Financial Advisor) to attend the session who will explain to the group the services they can provide.