Arrival, lunch and drinks – 30 mins
Masterclass – 1 hour
Finish
Relishing or Resisting Retirement
Retirement is about far more than pensions and savings. This thought-provoking experience explores what retirement really means, helping you navigate the shifts in purpose, identity and lifestyle that come with this major life transition.
Combining practical financial insight with the emotional realities of later life, you’ll uncover the risks many people overlook, the opportunities they miss, and the choices that can lead to a more rewarding future. Through real-life stories, expert perspectives and actionable ideas, you’ll gain fresh inspiration, greater confidence and a clearer vision of how to make the most of the years ahead.
Tim Latham
Tim is passionate about helping clients make confident financial decisions and achieve the life they want. He takes the time to understand each client’s unique circumstances, goals and aspirations, creating personalised financial plans designed around what matters most to them. By simplifying complex financial matters and providing clear, practical guidance, Tim helps remove much of the stress and uncertainty that can come with managing wealth. Whether helping someone retire earlier than expected, support family through meaningful gifts, or gain confidence in their future, Tim’s focus is on giving clients clarity, reassurance and the freedom to make decisions with confidence.
Everyone should have a Lasting Power of Attorney in place, regardless of age or health. In this masterclass you'll gain a clear understanding of the terminology, legal requirements, risks of not having an LPA, and have the opportunity to ask questions throughout. Even if your circumstances are more complex, you'll leave better equipped to work with a solicitor.
Care costs can be significant, but planning ahead can help you stay in control. This thought-provoking masterclass will help you understand your options, challenge assumptions, and take practical steps to prepare for future care needs.
During this exclusive Masterclass, Equilibrium Portfolio Manager Harry Topping will reveal common investment mistakes, share practical ways to avoid them, and explain the strategies Equilibrium uses to help investors stay on track.
Financial Planners, Ben Harrison and Grace Burgin, will provide a gentle introduction to the world of financial planning and investment by sharing their expertise and insights.
Inheritance tax planning is becoming increasingly complex, particularly with pensions expected to fall within the scope of inheritance tax from 2027. While these decisions are often influenced by family circumstances and emotions, this experience focuses on the financial impact of the options available, helping you understand the numbers first so you can make more informed decisions alongside your financial planner.
How can your money benefit your loved ones when they need it most? In this compelling masterclass, Financial Planner Ben Rogers will share transformative strategies to create life-changing outcomes for your loved ones, while potentially saving significant amounts of tax in the process.
Go beyond pensions and savings to explore retirement's financial, emotional and practical realities, helping you plan with greater confidence and purpose.
In this digital age, we’re all connected more than ever, making it even more crucial to ensure our online experiences are safe and secure. Join us for a masterclass and discover the most effective ways to protect yourself online.
Markets move fast. The world moves faster. Join Mike Deverell, Nathan Lingham and Harry Topping at our next Investment Insights as they cut through the noise and tell you exactly what it all means for your money.