Top Strategies That Boost Your Retirement Income - Farnham

Top Strategies That Boost Your Retirement Income Whilst Making the Final Decade of Your Career Really Count

Where & When?

Mercure Farnham Bush Hotel, Farnham on Wednesday 8th June 2016 from 6.30pm

Who should attend?

- Principals in the last 10 years of their professional life.

- Practitioners whose NHS pension will approach or exceed £43,000 in retirement or whose private pension value will exceed £1,000,000 or a reduced combination of both of the above.

- Principals contemplating the sale of their practice.

- Practice owners who wish to maintain their standard of living after they stop work. 

Topics to be discussed:

How can I avoid or reduce the impact of my Pension Lifetime allowance?
When is the best time to sell my practice?
Can I retire sooner rather than later?
How can I boost the value of my practice now?
What are other practices selling for this year?
Legal aspects of a practice sale – Mistakes to avoid and successes to follow.

Three Dental specialist leaders will answer all the questions above and share their expertise and knowledge with you!

Speaking at this event will be Montgomery Charles’ CEO Mike Marigold; a financial planning expert and specialist on the NHS pension, who has been helping Dentists Get More Life Out Of Life© for over 20 years through strategic financial planning. He will be joined by special guest speakers Managing Director Ray Goodman from Goodman Grant solicitors who provide specialist legal services to the dental profession and Business Development Executive Scott Gidman from MediEstates; the largest specialist broker of Dental Practices in the UK.

This is a free event.

To reserve your place or find out further information please call Sarah Negro, Event Coordinator at Montgomery Charles on 01225 777999 or email her at sarah@montgomerycharles.co.uk

 

 

 

Ray Goodman
Managing Director
Liverpool
John Grant
Director
Leeds
0113 831 4472
Paul Harris
Director
Liverpool
Ifath Khan
Director
Liverpool
Paul Edels
Director
Liverpool
Hewi Ma
Director
Leeds
0113 831 4036
Kate Beech
Director
Heather Meakin
Director of Business Services
0151 707 0090
Andrew Tidd
Solicitor
Liverpool
Abigail Taylor
Senior Conveyancing Clerk
Liverpool
Alan Newall
Solicitor
Liverpool
Caroline Oldfield
Solicitor
Leeds
0113 831 4476
Ben Williams
Solicitor
Leeds
0113 831 4470
Kirsten Chadwick
Receptionist
Liverpool
Ben Foster
Conveyancing Manager
Liverpool
Nataleigh Adamson
Chartered Legal Executive
Liverpool
Kerry Brooks
Solicitor
Liverpool
Katy Spencer
Senior Legal Secretary
Liverpool
Hannah Waters
Conveyancing Assistant
Liverpool
Alex Hendry
Accounts Assistant
Liverpool
Paul Rabbette
Paralegal
Liverpool
Louise Boose
Accounts Assistant
Liverpool
Sue Meacher-Jones
Practice Manager
Liverpool
Aimee Rumsby
Administrator
Liverpool
Rebecca Wilding
Solicitor
Leeds
0113 831 4474
Humaira Ashraf
Conveyancing Assistant
Liverpool
Gemma Scholes
Chartered Legal Executive
Liverpool
Eugene Pena
Trainee Solicitor
0113 831 4471
Daniel Moores
Trainee Solicitor
Liverpool
Connor Bryan
Administrator
Liverpool
Daniela Nalbus
Conveyancing Assistant
Liverpool
Kerri McKeown
Legal Secretary
Liverpool
James Clarke
Business Services Assistant
Liverpool
Jonathan Doleman
Accounts Assistant
Liverpool
Sadia Ali
Paralegal
Leeds
Claire Manning
Conveyancing Assistant
Liverpool
Faye Southwood
Administration Manager
Liverpool
Kirsty McKenzie-Hopkins
Legal Administrator
Leeds