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

By May 16, 2018Past Events

Date / Time:

16th May 2018 - 18:30

Location:

Aztec Hotel & Spa, Aztec West, Almondsbury, Bristol BS32 4TS

Event Type:

A Montgomery Charles Seminar for Principal Dentists

Who should attend:

Principal Dentists

Agenda:

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.

Speakers:

Mike Marigold, CEO – Montgomery Charles
Alison Bates, Business Development Manager - MediEstates
Alex Hall, Partner – Meade King

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 Alison Bates 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.

Register