Are you sure your retirement plans are realistic? If the answer is no... why not consider coming along to a retirement workshop organised in partnership with Affinity Financial Awareness, a retirement specialist.
Suitable for members considering retirement within the next couple of years, these workshops are designed to enhance your understanding of the key issues and decisions you will face as you approach this new stage in life.
These workshops will help you clearly understand the changes you will face in both your lifestyle and finances, and the most appropriate ways to manage them, while also dispelling common myths.
You will explore a wide range of retirement-related topics, including:
✅Tips on ensuring your assets go to your chosen beneficiaries
✅Minimising the taxes you pay
✅Understanding basic investment strategies for retirees
Additionally, the workshop will explain your occupational and state pension entitlements and guide you through the decisions you need to make regarding how to claim your pension benefits.
Thinking of attending? Here's some testimonials from people who've attended the course:
"Presented really well for what I'd consider is normally a dry subject! Super helpful would definitely recommend and would really like some further guidance"
"I think this should be pushed out/advertised more widely, especially those younger."
"Really useful session and well delivered. Gave me a good overview of the information and lots to think about and actions to take."
"Informative and enlightening detail provided by a very knowledgeable financial coach. It has illustrated my shortfalls in knowledge and a way forward to remedy them. Thank you."
"The presenter had a friendly and helpful presentation style and explained the information on the slides well. A good introduction to finance control with some helpful advice I wasn't aware of previously."
To book your place see: Pre-retirement courses