#FinanceFriday Retirement Lifestyle Choices

31 May 2024 11:00

Retirement Life Choices 

Retirement marks the beginning of a new chapter, a time to savour life on your terms. In this session, our expert presenters will guide you through the exciting array of life options. We'll delve into financial considerations, helping you navigate the balance between a fulfilling life and sustainable wealth management. Learn about smart budgeting, investment strategies, and how to create a retirement plan that supports your chosen life. 

Following the session, we will be providing a Wealth Medical plan to scope your retirement strategy, making sure that you’re saving in the right places and your funding levels are on track to provide you with the retirement you’d like for you & your loved ones.  

 

What you’ll learn:  

In this session, there will be lots of practical tips so you can create your financial strategy, considering life choices to help to plan towards your retirement years. 

 

Timings: 

11:00 – 11:15 | Key-note with Alex Anthon

11:15 – 11:30 | Q&A hosted by AAG with Alex.

 

Who should attend: 

This session is perfect for individuals who are 15 years from retirement, in the stride of their career looking to maximise retirement saving opportunities. 

Book a 121 Consultation