TWO DAY RESIDENTIAL WORKSHOP

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Location

This exclusive course includes Full board accomodation in a 4 star country manor hotel on the night between the 2 days with access to the full al a carte restaurant, full english breakfast, and buffet luncheon on both days. The  pictures on the left shows one of three venues we use for this very special workshop, one in the south, the midlands and another in the north

Aim:

• To assist clients to prepare for the changes which take place at retirement and explore the opportunities that this change in lifestyle makes available to them
  

Objectives

• To prepare for and address the issues that are important at retirement;
• To begin the process of taking stock, planning for the future including finance, health, work, leisure, relationships etc,
  
  

The following topics can be covered during the course

This 2 day workshop covers the subject matter much more in depth than the 1 day course and the consultants are available for 1-1 meeting during the evening to discuss individual client enquiries

• Investment and Taxation
• Planning your affairs in a tax efficient manner
• Simple guides to investment in Retirement
• State Benefits and Pensions
• Continued Health in Retirement
• The Challenges of Retirement
• The Opportunities in retirement
• Hobbies, interests, voluntary work and travel
• Wills and trusts
• Protecting your assets
• The way forward

Many other issues are addressed during the workshop as we always encourage active participation and questions from the delegates.

This two day workshop covers all the information required for effective retirement planning, Guest speakers from the employment services and independent financial advisors will contribute to the course.

Most of the workshop exercises will be completed during the course giving delegates a solid understanding of the issues involved and will have  started their individual plans for retirement.

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