The Business Of Retirement

TEST

Long lazy days in the sunshine; spending loads of time with loved ones; taking part in the activities you always dreamed about. 

Retirement is simple isn’t it………?

Having experienced countless retirement scenarios, whether in our own business or those of our clients, the one thing we have learned is that retirement is just like any other major event in your life. And that means for it to run smoothly, it needs a definite plan.

So if you’re at the “more experienced” end of your career, join us for this thought provoking seminar, and let us help you with the formulation of  a plan for the next stages of your life.

Thursday 27 April 2017 – Lancaster House Hotel

Click here to book now!

Thin Green Line

Seminar Content

Time Content
18.00 – 18.30 Registration and refreshments (sandwiches and chips, please let us know if you have dietary requirements).
18.30 – 18.50
Are you “exit ready” and what does this mean for you?
Jeanette Brown, Partner, Dodd & Co, Chartered Accountants
  • The “how-when-why-what-who” and the “how much” issues – have you asked yourself the Big Questions?
  • Your plans are all in your head; but do they need to be in the heads of others?
  • Addressing the “what ifs”?
18.50 – 19.15 Adding value to your wealth – Phil Jackson, Financial Services Manager, Dodd Wealthcare
  • Starting a financial plan to achieve your goals; how much is enough?
  • Tools of the trade – what’s out there to help you?
  • How to successfully concentrate your financial efforts; what should you be looking at?
Comfort break
19.20 – 19.45 Exit and Retirement Taxes – Faye Armstrong, Partner and Linette Hall, Tax Manager from Dodd & Co, Chartered Accountants
  • Pension taxes – don’t get caught out
  • Capital taxes – how to avoid the pitfalls
  • Inheritance tax – you can’t take it with you……can you?
19.45 – 20.10 Post-Retirement Financial Sustainability – Nathan Glaister, Director, Dodd Wealthcare Limited*
  • Effective financial solutions to “after work” problems
  • Solving the tax matters
  • Finance never stops – what to do about it.
20.10 – end Preparing for the next step – Jeanette Brown, Partner, Dodd & Co, Chartered Accountants
  • A summary of the main sessions
  • Setting up the Five Point Plan to start achieving your exit strategy
  • Questions and answers

Your Speakers

Speakers

 

Jeanette Brown, Linette Hall, Nathan Glaister, Faye Armstrong, Phil Jackson & Heidi Marshall

Dotted Line

Click here to book now!

This seminar is open to all and there is no charge.

(Dodd Wealthcare Limited is an appointed representative of Investacc Limited which is authorised and Regulated by the Financial Conduct Authority.)

 

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