A new approach to retirement
In June ’23 we held a well-attended and evaluated event aimed at helping local professionals who are starting to think about retirement.
Attendees learnt from professionals in the financial planning and accounting fields who explored ways to achieve individual retirement goals.
The following resources may be useful post event:
- Event Feedback Form (click here) – We would appreciate you taking a few moments to provide feedback on the presentations given if you have not already done so.
- Davies Tracey presentation (click here) – Our Practice Manager Ray Priestman covered business exit routes, and your accountant’s role in retirement.
- New World presentation (click here) – New World’s award-winning team looked at an innovative approach to retirement, and understanding your pension options. Their contact details are included here.
If you have any questions about this or future events, please contact Jayne on 01642 606003.
If you were in attendance and aren’t a Davies Tracey client, don’t forget to claim your free consultation by clicking here.