Get more clarity on your retirement options with Sam Robinson, of Almond Financial.

Before we start, let me ask you a few questions:

  • Do you know the lifestyle you want in retirement?
  • Do you know how much this will cost?
  • Are your plans on track to achieve this lifestyle?
  • Do you know if you are even utilising all your eligible pension opportunities and tax relief allowances to maximise your chances?

If you don't know the answer to the above or you are not sure then trust me, you are not alone.

I have advised a wide mix of individuals over the years, sat with many families and seen hundreds of retirement plans. I'm now on a mission to share what I know, for free, to help more people see clearly and enable them to make better decisions.

See this as your free morning with a specialist pension and retirement advisor, where you can ask all the questions you want in amongst my carefully prepared guidance.

We have a limited number of seats available on Thursday 3rd October, so secure yours today. We'll take this opportunity to learn and discuss the important planning techniques/considerations before, at the start and during retirement whilst enjoying morning coffee and a buffet lunch.

I want you to leave with a better understanding of the rules and a lot more confidence for you to reflect on your current situation before taking the next step.

I know many people feel my industry is daunting and that every question asked will result in a charge, but I'm not afraid to tell you what I know. I believe the basics of financial advice should be made available for free until up you want to take action and put your plans in place.

Agenda

  • 08.30 Arrive, Coffee & Croissants
  • 09.00 Start Session 1
  • 10:15: Mid-Refreshments
  • 10:30: Start Session 2
  • 11:45 Questions & Close
  • 12:00: Light Lunch

To book click here