#FinanceFriday Retirement within Reach | Exploring Your Options

25 April 2025 11:00

Explore strategies to maximise your pension savings and take control of your retirement planning. Retirement within Reach: Exploring Your Options will guide your retirement planning. As you next chapter fast approaches, it’s crucial to ensure that your finances are aligned with your goals for retirement. This session will explore key strategies for maximising your retirement savings, understanding your income options, and making final adjustments to ensure a secure and comfortable retirement. We’ll help you navigate the decisions you need to make in the final stretch before retirement and how to make your remaining years of work count.

 
What you’ll learn:
You’ll learn how to review and adjust your retirement savings, including pension contributions and other investment strategies, to ensure you’re on track. The session will cover how to calculate your retirement income needs, strategies for withdrawing you money efficiently, and the best ways to optimise your tax position during retirement. We’ll also discuss how to manage risks as you approach retirement and provide guidance on transitioning from saving to drawing income from your retirement funds.
 
Timings:
11:00 – 11:15 | Keynote with Dan Browne
11:15 – 11:30 | Moderated Q&A 
 
Who should attend:
This webinar is ideal for individuals who are nearing retirement and want to ensure their financial plan is in place for a smooth transition. This session will help you refine your approach to retirement, ensuring your finances are set for a comfortable future.

Book a 1:1 Consultation