Top Strategies That Boost Your Retirement Income Whilst Making the Final Decade of Your Career Really Count. – Chelmsford

By March 21, 2018Past Events

Date / Time:

21st March 2018 - 18:30


Pontlands Park Hotel, West Hanningfield Road, Great Baddow, Chelmsford, Essex,CM2 8HR

Event Type:

Seminar for Principal Dentists – Preparing for Retirement

Who should attend:

Principal Dentists


Arrival time: 18:30 for 19:00 - Coffee and pastries are provided at 18:30 upon arrival

Presentations commence: 19:00

Buffet: The presentations will be followed by a buffet at 20:30 and a chance for you to mingle with the speakers.


Mike Marigold, CEO – Montgomery Charles
Scott Gidman, Business Development Manager - MediEstates
Tim Collyer, Chartered Financial Planner - Montgomery Charles

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?

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, a specialist broker of Dental Practices and Chartered Financial Planner Tim Collyer from Montgomery Charles, a previous examiner trainer and author of textbooks for the Financial Services industry.