Seminar: Retirement planning for a 100-year life
Views & insightsLiving longer is a blessing, but it also brings new financial considerations. Learn how to plan for a financially secure retirement that lasts by joining our in person seminar with wealth management specialists, Sarita Kattoju and Alan Rodgers.
Date: Wednesday 1 April
Time: 5:30pm to 6:15pm
Location: Chatwin Building, 81 Colmore Row, Birmingham B3 2BA
Here’s something worth celebrating: we’re living longer than ever before. According to the Office for National Statistics the number of people over 100 years old has doubled since 2004.
Join our in person seminar to navigate the complexities of long-term financial planning. We’ll cover essential topics including:
- Starting to plan for retirement
- How much you need to retire comfortably
- Ideas on how you could invest your money
- How to plan for later life
- How to avoid running out of money
Spaces are limited, so we encourage you to register soon.
Hosts: Sarita Kattoju and Alan Rodgers
Sarita Kattoju
Associate Director – Wealth Manager
Sarita is an Associate Director, Wealth Manager specialising in estate planning, intergenerational wealth planning, and retirement planning for private clients and their families. She builds deep, long-standing relationships by providing a personalised service to each client. She started her financial services career in 2004 and is now a Chartered Financial Planner through the Chartered Insurance Institute.
Alan Rodgers
Director, Wealth Manager – Charities
Alan is a Director, Wealth Manager with over 30 years of experience specialising in investment and wealth structuring, pre/post-retirement planning, and estate planning for high-net-worth families across the East Midlands, he also leads the office Private Client Growth Initiative. He holds an MBA and a DipPFS, is a Chartered Fellow of the Chartered Institute for Securities and Investment, and is a Chartered Wealth Manager.
The value of investments, and any income from them, can fall and you may get back less than you invested. This does not constitute tax or legal advice. Tax treatment depends on the individual circumstances of each client and may be subject to change in the future. You should always check the tax implications with an accountant or tax specialist. Information is provided only as an example and is not a recommendation to pursue a particular strategy.