Transition to Retirement
Face to Face at Aviva, Perth
Not sure what retirement will look like? It can feel like a big, scary word!
You’re not alone. If you’re eager, hesitant, or simply curious, here’s a chance to explore your options and start to plan what you want, and how you’ll make it happen.
A great opportunity to start thinking about your own retirement, as well as being able to help understand what your clients need to consider in addition to their financial objectives.
Join Karen Felton (retired from Aviva) who will help you think through what matters to you for this major career - and life - transition.
Please join us on 26th February at 12.30pm at the Aviva office in Perth for a networking lunch before the talk starts at 1pm.
Learning Objectives:
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How to identify what matters to you now
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Different options available to you
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What you want your retirement to look like (for now)
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How to prepare for your transition to retirement
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CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
1 hour's CPD can be claimed for this event if relevant to your learning and development needs.
It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.