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 [email protected]




Leave a Reply

Your email address will not be published.

Fill out this field
Fill out this field
Please enter a valid email address.
You need to agree with the terms to proceed