Planning for your financial future in retirement with Close Brothers - Members only event

Planning for your financial future in retirement with Close Brothers - Members only event

WHEN

04 Jul 2017

Starting 4:00 PM

WHERE

Bristol, UK

Close Brothers Asset Management, Kings Orchard, 1 Queen Street BS20HQ

Seminar

This 2 hour seminar led by Close Brothers is suitable for members who are considering their retirement options within the next 12 – 18 months and are designed to help you understand some of the important decisions you are likely to face enabling you to plan for this important transition and enjoy a future that you have worked hard to achieve.  Areas covered include:

  • Establishing a financial plan ahead of retirement
  • Making good pension decisions including pension allowances and rules
  • Achieving financial goals
  • Overview of world of investments
  • Access, income, growth and security
  • Effective personal tax planning
  • Overview of will and estate planning
  • Accessing financial advice and/or doing it yourself
  We will be live in:
7
Days
22
Hours
38
Minutes
22
Seconds