Expert Strategies for Tax-Efficient Withdrawals and Sustainable Cash Flow Planning in Retirement

Schedule

Thu Jul 25 2024 at 05:00 pm

Location

12A Duke Street, B72 1RJ Sutton Coldfield, United Kingdom | Birmingham, EN

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Are you nearing retirement or already retired with over £250,000 in pensions and investments?
Join us for an exclusive in-person event designed to help you secure your financial future with confidence and peace of mind.
Event Highlights:
Tax-Efficient Withdrawals: Learn expert strategies to minimise taxes on your pension withdrawals, ensuring you keep more of your hard-earned money.
Retirement Cash Flow Planning: Discover how to plan your retirement cash flow effectively, so you never have to worry about running out of money.
Personalised Guidance: Engage with our seasoned financial advisors who will be on hand to address your specific concerns and answer any questions you may have, providing you with valuable insights and information tailored to your situation.
Why Attend?
Empathetic and Supportive: We understand the challenges and uncertainties you face as you approach or enjoy retirement. Our event is designed to offer you the support and reassurance you need.
Authoritative and Trustworthy: With years of experience and a track record of helping clients achieve their retirement goals, our experts will provide you with reliable and insightful advice.
Transparent and Honest: We believe in complete transparency. Learn about potential costs and services upfront, so you can make informed decisions without fear of hidden charges.
Empowering and Positive: Our goal is to empower you with the knowledge necessary to make the best decisions for your financial future, highlighting the opportunities and benefits that lie ahead.
Personal and Approachable: Enjoy a warm and conversational atmosphere, where you can freely ask questions and engage with our friendly advisors.
Don't miss this opportunity to take control of your retirement with confidence. Reserve your spot today and start planning for a secure and prosperous future.
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Where is it happening?

12A Duke Street, B72 1RJ Sutton Coldfield, United Kingdom, 12 Duke Street, Sutton Coldfield, B72 1, United Kingdom,Birmingham, United Kingdom

Event Location & Nearby Stays:

Oaklands Wealth Management

Host or Publisher Oaklands Wealth Management

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