TALK: Ramp up your retirement income advice (featuring EV)

Our TALK events take place monthly and are conducted in a Q&A style, allowing delegates to share thoughts and opinions. During each session, we actively encourage attendees to get involved by asking questions and discussing best practices.

What are we talking about?

Are you ready to elevate your expertise in retirement income planning?

In this webinar, our Financial Planning Specialist, Grant Callaghan, is joined by EV’s Group Innovation Director, Andrew Storey, who will guide you through a four-step method to ensure your clients have a robust plan in place for their retirement income.

Andrew will break down the intricacies of retirement planning, providing you with a systematic approach to navigating key considerations and potential challenges. The webinar will go beyond theoretical concepts, offering practical insights through real-life examples that demonstrate the effectiveness of the four-step method.

A major focus will be on fostering discussions about the trade-offs that inevitably arise when choosing how to meet expenses during retirement. By the end of the session, you’ll be equipped with a comprehensive understanding of how to blend guarantee and flexible income, tailored to the unique needs and goals of your clients.

Date

Nov 22 2023
Expired!

Time

11:00 am - 12:00 pm

Location

Online
Category
The Verve Group

Organizer

The Verve Group
Phone
01325 952116
Email
hello@weareverve.co.uk
Website
https://weareverve.co.uk
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