Event / Retirement with Affinity Connect virtual session
HFMA Northern branch would like to invite you to attend a virtual 2 hrs 30 minutes learning session hosted by Affinity Connect covering the topic of Retirement.
This free session will take place on Tuesday 10th October 2023 from 13:00 -15:30
This free session will take place on Tuesday 10th October 2023 from 13:00 -15:30
Retirement
This course is aimed at those who are still several years away from retirement to check they are on track and covers areas such as:
- Tax efficiency,
- Planning for retirement and understanding retirement income options,
- Clearing debt and maximising pension benefits and other savings
For those who need help understanding their options and how to implement their plan;
- Retirement goals and considerations,
- Accessing retirement savings,
- Understanding the risks,
- Tax planning and how to seek further guidance and regulated financial advice.
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