Preparing for Retirement Seminar
Day 1
- Welcome & Intro
- Preparing for Change
To help with the understanding of change to ones lifestyle affected by retirement.
- Investment Options
Consideration of the advantages and disadvantages of some of the popular investments.
- Inheritance Tax & Protecting Your Assets
An understanding of IHT and ways to protect ones assets.
- Volunteering
Looking at the opportunities for volunteering in the community.
- Money Management
Considering ways to manage your finances more efficiently.
- Close
Day 2
- Intro 2nd Day
- Benefits in Retirement
Claiming Benefits and understanding the options and forms to use.
- Making a Will & Enduring Power of Attorney
Solicitor presentation on the right way to make a Will and set up an Enduring Power of Attorney.
- Look After Yourself
Health and Fitness advice leading up to and into retirement.
- Making Plans
Planning the next step.
- Close
The Financial Services Authority does not regulate Taxation and Trust
advice and Will Writing.
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