#FinanceFriday | Retirement Within Reach: Preparing for Your Next Chapter
19 June 2026 11:00
Approaching retirement is an opportunity to shape the life you want for the years ahead, supported by decisions that bring clarity and confidence. In this webinar, Retirement Within Reach: Preparing for Your Next Chapter, guest speaker James Wilson, Wealth Manager at AAG Wealth Management, will help you understand how your financial plans can align with the way you’d like to live in retirement. You’ll explore how to assess your current position, consider the income options available, and make well-informed choices that balance security with flexibility. Whether you’re planning to retire in the coming years or looking at a phased transition, this session will provide the structured insight you need to approach the next stage with confidence and control.
What you’ll learn:
You’ll learn how to review your pension arrangements and other retirement savings, understand your annual and lifetime allowances, and explore options for accessing your retirement income, whether through drawdown, annuities, or lump sums. The session will also cover strategies to manage tax efficiently, plan for healthcare and life costs, and ensure your financial plan supports a comfortable and sustainable retirement. You’ll leave with a clear understanding of the steps to take to optimise your retirement strategy and make confident decisions as you move closer to your next chapter.
Timings:
11:00 – 11:15 | Keynote with James Wilson
11:15 – 11:30 | Moderated Q&A
Who should attend:
This session is ideal for individuals approaching retirement who want to review and optimise their plans. Whether you’re looking to make the most of your retirement savings, explore flexible income options, or gain reassurance that your finances are on track, this webinar will provide the tools and insights needed to navigate this important stage with confidence.
