Feedback from our Pre-Retirement events often includes like, “I wish I’d had this information 10 years ago!” Our Early Planning Events address this need by focusing on important issues that are frequently overlooked by busy professionals in the middle of their careers. This seminar, with a special emphasis on financial matters, is designed to employees who are 10 to 15 years away from retirement to maximize their remaining working potential. The seminar lasts for one day and can be held in a suitable room your office or at an external training or conference venue. Costs will discussed and agreed upon upfront. Each participant will receive an evaluation questionnaire during the seminar, with a copy sent directly to you afterward. Delegates are encouraged to bring their partners.

**Seminar Overview** - Planning Early Retirement - Planning For Lifestyle Changes - Information - State And Company Provision - State Benefits And Implications The New Pension Legislation - Financial Planning Options - What To Be Aware Of Planning Your Financial Future Estate Planning - Making A Will / Lasting Powers of Attorney / Inheritance Tax