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Event Details
The Financial Planning Masterclass
To celebrate the award of a Royal Charter, Concept Financial Planning will be running a series of Financial Planning Masterclasses.
The first of these will be our Retirement Planning Masterclass which will be held on 1 July 2010 at our offices in Reigate.
What Will We Cover?
Over two hours we will be taking delegates through the retirement planning process focusing on the following issues:
- Managing risk in the run up to retirement, both investment and retirement income shortfall risk
- Selecting the best Retirement Investment Vehicles (Personal Pensions, Occupational Pensions, ISAs, Property etc)
- Generating retirement income in a tax efficient manner
- Planning for a “Flexible Retirement” - providing variable incomes to match your changing needs
- Leaving funds on death
Who Should Attend?
If you are within 5 years of “retirement” and want to maximise the resources available to you to fund retirement we think the session will be very valuable. Places are limited to 10 delegates per session so there will be plenty of opportunities to ask questions in a non pressurised environment.
What Will I Receive?
- Valuable guidance to help you plan for your retirement.
- Free copy of - “Getting On Track – 20 tips to help you shape your financial future”
- Free book - “Inheritance Tax – Principles and Techniques”
- Free copy of - “Pensions Made Simple”
- Buffet Lunch
When & Where
Concept Financial Planning Ltd
Bank Chambers
2 Church Street
RH2 0AN Reigate
United Kingdom
Thursday, July 1, 2010 from 11:00 AM to 1:00 PM (GMT)
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Hosted By
Concept Financial Planning Ltd
Concept Financial Planning boasts a professional, highly qualified and talented team whose sole objective is to deliver to our clients, the highest quality professional financial planning services.
Our advisers have achieved Certified Financial Planner status putting them among the best qualified advisers in the country. We specialise in advising clients on retirement planning and tax mitigation.
