Preparation for Retirement

A one day seminar to be held at St James's House, Frederick Road, Edgbaston.

Following the success of our previous seminars, we are pleased to offer this one day seminar to assist those within reach of retirement to help make the necessary adjustments.

This seminar will be presented by speakers from Beaufort Wealth Management ltd, independent financial advisers, and Tyndallwoods Solicitors.

Topic areas covered include:

- Financial security in retirement years- a survival guide - Pensions benefit options and decisions

- Taxation matters

- Making a will/legal matters

- Health matters

- Adjustment to retirements and leisure interests

- Financial security - investment options and overview

The programme aims to give a comprehensive view of the issues, challenges and opportunities which retirement offers, and also to highlight areas where retired people may run into difficulties or fail to make the wisest decisions, particularly those regarding the all important financial resources available to them.

The seminar is suitable for all employees, regardless of status, who want to prepare for their retirement. We would recommend employees should be within 10 years of anticipated retirement age.

One of the subsidiary aims of the seminar is to help companies provide an additional benefit to employees close to retirement. Delegate numbers are limited to provide scope for interaction and we are pleased to welcome spouses for whom there is a reduced delegate fee.

£160.00 per delegate + VAT = £188.00

£220.00 per delegate and spouse + VAT = £258.50

(Including documentation and buffet lunch)

One day

Booking form

Programme

Stuart Ritchie

Tel: 0121 456 2222

Provisional Booking form

To make a provisional booking for this course, please fill in your details below. EEF will contact you to confirm your booking and course availability.

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Course Delegates

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Course types
	training course

Aimed At
	All employees

Course Subjects

Venues and Dates
02/12/2008
St James's House, Birmingham

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