10 steps to planning your retirement - Webcast

Registrations for this event have now closed, however please email events@castlefield.com and we'll be happy to send you a link to watch the webcast on demand.


Join us for our webcast on Wednesday 14th July at 12:00pm – 12:30pm, where Chartered Financial Planners Haydon Waldek and Olivia Bowen will guide you through ten simple steps to plan for the retirement you want.

Why you should attend

By attending this webcast event you'll find out how to align your finances with your own personal values, so you can enjoy a fulfilling and enjoyable retirement.

Our expert advisers will help you understand some of the considerations you need to factor in when formulating your plans for retirement, in order to make the most of your money and be able to meet your longer term objectives. We'll cover considerations to plan and prepare for, such as care fees, taxes, inflation, inheritance and issues around selling a business, along with offering ways to use your money to make a positive difference.

Not only will you gain greater clarity about the steps you need to take, but hopefully you'll feel more confident that you'll be able to help loved ones and the causes you care about, without the fear that your money will run out in future.

By understanding where you want to be when you retire, you’ll learn how to formulate a plan that will help you towards this goal.

This webcast is aimed at individual (retail) investors, who would like to understand how to plan for their retirement and use their assets to do good. So if you're near retirement age or would like to understand more, register below for your free ticket.