Mid-life (Early Planning) seminars
When people reach retirement they often say ‘If only I had known this ten years ago'. RCS Early Planning seminars address this need by discussing those issues which become important later on but tend to get forgotten, put off or just not thought relevant by busy people in the middle of their careers.
Core content includes an analysis of the current pension provision and pension planning including AVCs and private pensions. Aspects of financial management are discussed, budgeting and saving for the future, wills, National Insurance and State Pension, health care provisions, insurances and mortgages matters.
General discussion considers the shifts in relationships, attitudes and responsibilities as people move toward the third phase of life.
The detail of each session is also covered in a comprehensive manual provided for each delegate to take away after the seminar.
Contact us to discuss your needs