The seminar will provide retirees an introduction to financial planning and outline the importance of investing your money tax efficiently. By working through real life examples, it will show you that you have the ability to significantly reduce the amount of tax you pay each year in retirement. The seminar will run for approximately 1h 30mins to 2 hrs and will also include up-to-date tax legislation, investment theory, an explanation of market volatility and cash flow forecasting.
To arrange an appointment please contact the Federation Office 01924 295494/5 or use our Retirement Seminar Booking form.
All appointments are held at the Federation office; however, if the appointments we offer do not suit you then alternative arrangements can be made with the companies.
As there is limited parking at the Federation Office, there are a number of other places you can park nearby: