Top Strategies That Boost Your Retirement Income
Whilst Making the Final Decade of Your Career
Really Count.  – 11th October 2017

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Event Type: Seminar for Principal Dentists – Preparing for Retirement

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Date: 11th October 2017

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Location: The De Vere Oxford Thames Hotel, Henley Rd, Sandford on Thames, Oxford, OX4 4GX

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Arrival time: 18:30 for 19:00 -Coffee and pastries are provided at 18:30
upon arrival
Presentations commence: 19:00
Buffet: 2:30 - The presentations will be followed by a buffet at 20:30
and a chance for you to mingle with the speakers.

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Speakers:

Mike Marigold, CEO - Montgomery Charles
Lily Head, CEO – Lily Head Practice Sales
Ray Goodman, Managing Director - Goodman Grant Solicitors

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What to expect:

  • Questions which will be addressed:
  • 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?
  • What are the legal issues and processes of selling a practice?


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 Lily Head from Lily Head Practice Sales, a specialist broker of Dental Practices and Managing Director Ray Goodman from Goodman Grant solicitors, who provide specialist legal services to the dental profession.

About the speakers:


Montgomery Charles: Mike Marigold
Over the last 21 years of helping  Dentists improve their prospects and helping them make their money work for them, Mike  has realised its not all about the money. It's about living well and getting the most out of life. Yes, he understands the workings of the NHS, how to save tax, and build wealth for you and your family, but understanding your aims and goals is far more important. He will help you live life on purpose. You might find you could retire earlier than expected!

Lily Head Practice Sales: Lily Head
Lily Head is the founder and Managing Director of Lily Head Practice Sales.  Lily and her team specialise in working with dentists to ‘help them fulfil their business ambitions’ through the sale and purchase of dental businesses anywhere in the UK. Lily has a deep understanding of the dental business market; the steps principals should take to maximise the value of their business and attract the buyer(s) they want. Lily is an elected member of Association of Specialist Providers to Dentists (ASPD) and a regular speaker at BDA events.
 
Goodman Grant Solicitors: Ray Goodman
Ray  Goodman  is  Joint  managing  director of Goodman Grant solicitors who are the  largest  specialist  dental  law  practice in the UK with offices in Liverpool Leeds and London. Ray and his  team are specialists  in handling the  sale  and  purchase of dental practices and all other  legal issues arising from the  business of  dentistry . He is a member  and  former chairman of the legal  section of  the  National Association of Specialist Dental Accountants  and  Lawyers (NASDAL ) and the Association of  specialist  Providers  to Dentists (ASPD.) He  is  a regular  speaker  at the BDA on legal issues on the sale and purchase of  dental practices and author  of  many  published  articles on legal aspects of the business of  dentistry.

Book your place now:
To ensure you don’t miss out on this unique event, telephone Sarah on 01225 777999. Alternatively, please book via email to sarah@montgomerycharles.co.uk with the following details:

  • Name of attendees
  • Position within practice
  • Contact telephone number (to include a mobile number for if need to contact you on the day)
  • Practice address
  • Any special dietary requirements


Please note: There is no charge to you for this event. We look forward to you joining us for what will be a highly interesting, informative and enjoyable evening.
Yours sincerely,


P.S. It’s rare that you get the opportunity to learn about your future from a specialist, do take advantage of this now and contact us today.
P.P.S. Pensions and retirement have never been so complicated; failure to seek advice could have a detrimental effect on your retirement.

 

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