Mazars retirement and investment planning workshop January


Join Mazars’ experts for the day to understand the key planning considerations for retirement and beyond. The aim of this day is to help you understand how to achieve the retirement lifestyle you want in a secure way. This interactive in-person workshop provides you the opportunity to ask questions and discuss your challenges with the experts, letting you understand how changing pension rules affect you.

Bookings close: 28 January 2024

The workshop will cover:

• Pre-retirement – understanding your savings and last minute planning

• At retirement – the options and new rules

• Investing at retirement – how it is different from investing pre-retirement?

• Post retirement considerations – changing death benefit rules for pensions and how to understand your long-term financial security

Attendee numbers are limited to ensure that workshops can be interactive, with plenty of opportunity to address specific questions.