#FinanceFriday Your Final Years to Retirement
03 May 2024 11:00
Your Final Years to Retirement
Ahead of hanging up the keys for retirement, it is important you use the final few years of work to maximise your retirement opportunities & savings. Join James Morpeth, AAG Wealth Manager who will delve into the nuances of retirement planning in later careers, covering topics such as phased retirement, maximising savings, and optimising investments. Whether you're considering a career transition, looking to boost your retirement fund, or simply seeking clarity on your financial future, this webinar offers practical insights and actionable strategies.
Explore the keys to unlocking a purpose-driven retirement, discovering how to align your financial goals with your aspirations for this exciting phase of life. Following pensions freedom, there are many ways to access your retirement savings, it is important you understand what your retirement needs are to then work out how to best access your savings.
What you’ll learn:
With political uncertainty and changes on the horizon, this session is an excellent opportunity to ensure your retirement planning is on track, making small tweaks where necessary ensure there is a smooth transition into your post working life.
Timings:
11:00 – 11:15 | Key-note with James Morpeth
11:15 – 11:30 | Q&A hosted by AAG with James
Who should attend:
This session is for individuals who are likely within 10 years of retirement and actively seeking to finalise their plan into retirement.
