Midlife Financial PlanningMidlife Financial Planning courses are aimed at employees at the midpoint in their career - generally their late-thirties to early-fifties - with a view to enabling them to position themselves for retirement while they still have time to take steps to improve their situation at the point of retirement. Having successfully run Retirement Planning seminars for a number of years, we often received feedback from attendees who told us that they wish they had attended a financial course twenty years ago. We now run Midlife courses alongside Retirement Planning Courses for a number of employers, and the positive feedback translates into a successful transition into the pre-retirement and post-retirement stages later on. Many people believe that their standard of living depends solely on the level of their income. In fact, prudent financial planning can make a huge difference to disposable income both during the midlife period and, just as importantly, later on in retirement. Course ContentCourse can be tailored to suit the employer’s requirements, but a typical course might last for one day (two three-hour sessions) and include:
Contact us to receive further details about forthcoming seminars. |
GT Independent Financial Advisers
Wall Terrace,
44-46 Chapel Street, Marlow,
Buckinghamshire. SL7 1GG
t: 01628 473298
f: 01628 481166
e: enquiries@gtifa.co.uk
GT Independent Financial Advisers have been running Retirement and Midlife Financial Planning seminars, often as part of broader-based midlife and retirement seminars, for employers of all types for many years.