Mark Penston
I have spent the last 35 years working with individuals who wanted to plan their finances with a view of retiring in a manner that met their objectives. As a Chartered independent financial planner I started and built a chartered financial planning firm which I sold to my business partner 2 years ago. I'm now enjoying a full and active retirement.
Our focus as a firm was to offer financial planning advice to individuals who were considering retirement or were in retirement. We generally formed long term relationships with our clients to help them through the many considerations present in retirement. We learnt that retirement planning is not just about the money and that a successful retirement involved the consideration of many aspects of their lives. Staying active, having a purpose and sense of community were regularly discussed.
I've seen where people get things right and where things haven't gone so well. I think we were often regarded as mentors for clients and sometimes their children, perhaps a voice of reason or sounding board. I'm grateful for the wisdom that the many client interactions have given me and would welcome the opportunity to share some of this knowledge with others in a relaxed, non-commercial environment.
The course will endeavour to cover:-
- Reasons for retirement / or not. Understanding the options.
- Will the finances work? Investment considerations and methodology to make sure your money lasts.
- Keeping active, having a purpose. Steps to a fulfilling retirement.
- Creating a plan and developing action points