Event / Retirement with Affinity Connect virtual session

14:00, 10 October 2023

Registration for this event is closed. If you have a registration/booking for this event, please login to access the resources on the event page below.

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

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.
If you have any queries please do not hesitate to contact Catherine Grant via [email protected]