Educational talks, seminars and workshops to allow access to expert advice and professional services with a side of networking, good time and great venues.
The first date for your diary is Thursday, 16th June 2022 and the registration opens at 17:00.
Delighted to bring you the panel of the very first event of many, Questions you should ask before retirement. Please meet:
Simon Moss
Vitality Invest
Investment Consultant
Delivering clarity on the questions you should ask, to make wise decisions before and during retirement.
Anthony Hardy
Leagold Miller
Independent Financial Adviser
Discussing the tax efficient building blocks to a financial plan and the pitfalls to avoid.
Benjamin Cooper
SEI
Asset Management Distribution
Discussing goals based decumulation strategies to deliver income predictability.
Shak Inayat
Penn Chambers
Principal Solicitor
Discussing the simple steps to protect your family to ensure nothing is left to chance.
Oh, and the venue is fabulous with a rooftop terrace for post-panel discussion networking in the heart of the City and those summer nights...