Top Strategies That Boost Your Retirement Income
Whilst Making the Final Decade of Your Career
Really Count.  – 4th October 2017

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Event Type: Seminar for Principal Dentists – Preparing for Retirement

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Date: 4th October 2017

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Location: Buckerell Lodge Hotel, Topsham Road, Exeter, Devon, EX2 4SQ

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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
Scott Gidman, Business Development Executive – MediEstates
Alex Hall, Partner – Meade King 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; Business Development Executive Scott Gidman from MediEstates, the largest specialist broker of Dental Practices in the UK and Partner Alex Hall from Meade King Solicitors, who have been specialising in acting for the dental professions for over 10 years.

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!

MediEstates: Scott Gidman
In his role as a Business Development Executive for MediEstates, Scott spends the majority of his time in front of Dental Practice Owners providing a relevant insight into the current dental practice market. With each client’s circumstances and aspirations being completely different from the next, it is very important to establish the most appropriate route by which to achieve the clients’ preferred outcome.  Previously to MediEstates Scott spent a number of years working for Vodafone, and more recently RBS and so brings a wealth of knowledge and experience from other sectors; his financial background proving extremely advantageous to this role.

Meade King: Alex Hall
Meade-King LogoAlex has specialised in acting for dentists, orthodontists, dental companies and local dental committees nationwide for over ten years. Practising corporate, commercial and regulatory law, he acts for many dental clients in the purchase and sale of practices, incorporations and NHS England contract disputes, providing expert niche and technical advice. He writes about such issues regularly in the dental press and speaks at dental seminars. He and his team of ten are currently celebrating having completed the sale or purchase of 200 practices with an aggregate value of £167 million across the country in the space of the last 4 years, an average of a completion every 6 days.

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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