We’re developing a new free Retirement Planning Masterclass for people aged 55 and over who are starting to think seriously about retirement.
The masterclass will be delivered live online by Chartered Financial Advisers, so you can join from home with no need to travel.
Rather than guessing what people want us to cover, we’re asking those approaching retirement to help shape the session.
We want to understand the questions that matter most, including:
- Can I afford to retire?
- How much can I safely spend?
- How should I take money from my pensions?
- Could I be paying more tax than necessary?
- Are my investments still suitable?
- Could I retire earlier than I think?
Joining the waitlist is free, takes just a couple of minutes and does not commit you to attending or becoming a client.
People on the waitlist will be the first to hear when places for the live online masterclass are released.
Join the waitlist
Help us shape the session by telling us what you would most like us to cover.
Clarity Wealth Limited is directly authorised and regulated by the Financial Conduct Authority.
The masterclass is for educational purposes only and does not constitute personal financial advice.
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