Lighthouse Financial Advice events

Events

Lighthouse Financial Advice events

Lighthouse Financial Advice events

The following events are currently scheduled for members of the affinity groups with which we work. Members of these groups may register using the links below.

If you are interested in attending an event and one is not scheduled to take place near you, or you are not a member of one of the organisations below, please register your interest and we will contact you when we organise a suitable event.

Register for a scheduled event:

Events for employees of Kent County Council

Date Event Location Details Registration
16 May 2013 Kent County Council Pre-retirement Seminar Maidstone Register

Who should attend?

This seminar will benefit employees of Kent County Council retiring in the next six to twelve months who are concerned about losing their regular income and wish to maximise financial opportunities as they approach retirement.

What will you learn?

You will gain a clear understanding of how your pension works, ways of supplementing your retirement income and issues to consider for financial peace of mind during retirement.

The session will look at the key aspects you need to consider when preparing for your retirement, including:

  • Welcome and Introduction.
  • Money management.
  • How inflation can affect your income and ways of countering its affects.
  • State pension and benefits.
  • Options for taking your pension.
  • Investing any tax-free cash for income and growth.
  • The importance of making a will and estate planning.

Our advisers research the whole of market to find the most suitable options for you.

Date: 16 May 2013
Venue: Oakwood House
Oakwood Park
Maidstone
Kent
ME16 8AE
Event contact: Events Support Team
Lighthouse Financial Advice
01273 523700
14 June 2013 Kent County Council Pre-retirement Seminar Maidstone Register

Who should attend?

This seminar will benefit XXXXXX members retiring in the next six to twelve months and who wish to preserve their wealth and maximise their financial opportunities as they approach retirement.

What will you learn?

You will gain a clear understanding of how your pension works, ways of supplementing your retirement income and issues to consider for financial peace of mind during retirement.

Outline Agenda:

Refreshments on arrival

Welcome and Introduction, Lighthouse Financial Advice

Money management, Lighthouse Financial Advice

The session will look at the key aspects you need to consider when preparing for your retirement, including:

  • inflation and how it can affect your income
  • investment opportunities
  • the importance of wills and estate planning.

Lunch: an informal finger buffet lunch will be served.

An overview of Teacher’s Pension Scheme and state provisions, XXXXXX Pensions Specialist

In this session an XXXXXX pension specialist will outline what you can expect to receive from your occupational pension scheme and options open to you for drawing your pension. The session will also include an overview of state benefits.

Questions and Close, Lighthouse Financial Advice

Date: 14 June 2013
Venue: Oakwood House
Oakwood Park
Maidstone
Kent
ME16 8AE
Event contact: Events Support Team
Lighthouse Financial Advice
01273 523700
17 July 2013 Kent County Council Pre-retirement Seminar Maidstone Register

Who should attend?

This seminar will benefit employees of Kent County Council retiring in the next six to twelve months who are concerned about losing their regular income and wish to maximise financial opportunities as they approach retirement.

What will you learn?

You will gain a clear understanding of how your pension works, ways of supplementing your retirement income and issues to consider for financial peace of mind during retirement.

The session will look at the key aspects you need to consider when preparing for your retirement, including:

  • Welcome and Introduction.
  • Money management.
  • How inflation can affect your income and ways of countering its affects.
  • State pension and benefits.
  • Options for taking your pension.
  • Investing any tax-free cash for income and growth.
  • The importance of making a will and estate planning.

Our advisers research the whole of market to find the most suitable options for you.

Date: 17 July 2013
Venue: Oakwood House
Oakwood Park
Maidstone
Kent
ME16 8AE
Event contact: Events Support Team
Lighthouse Financial Advice
01273 523700
20 August 2013 Kent County Council Pre-retirement Seminar Maidstone Register

Who should attend?

This seminar will benefit employees of Kent County Council retiring in the next six to twelve months who are concerned about losing their regular income and wish to maximise financial opportunities as they approach retirement.

What will you learn?

You will gain a clear understanding of how your pension works, ways of supplementing your retirement income and issues to consider for financial peace of mind during retirement.

The session will look at the key aspects you need to consider when preparing for your retirement, including:

  • Welcome and Introduction.
  • Money management.
  • How inflation can affect your income and ways of countering its affects.
  • State pension and benefits.
  • Options for taking your pension.
  • Investing any tax-free cash for income and growth.
  • The importance of making a will and estate planning.

Our advisers research the whole of market to find the most suitable options for you.

Date: 20 August 2013
Venue: Oakwood House
Oakwood Park
Maidstone
Kent
ME16 8AE
Event contact: Events Support Team
Lighthouse Financial Advice
01273 523700
10 September 2013 Kent County Council Pre-retirement Seminar Maidstone Register

Who should attend?

This seminar will benefit employees of Kent County Council retiring in the next six to twelve months who are concerned about losing their regular income and wish to maximise financial opportunities as they approach retirement.

What will you learn?

You will gain a clear understanding of how your pension works, ways of supplementing your retirement income and issues to consider for financial peace of mind during retirement.

The session will look at the key aspects you need to consider when preparing for your retirement, including:

  • Welcome and Introduction.
  • Money management.
  • How inflation can affect your income and ways of countering its affects.
  • State pension and benefits.
  • Options for taking your pension.
  • Investing any tax-free cash for income and growth.
  • The importance of making a will and estate planning.

Our advisers research the whole of market to find the most suitable options for you.

Date: 10 September 2013
Venue: Oakwood House
Oakwood Park
Maidstone
Kent
ME16 8AE
Event contact: Events Support Team
Lighthouse Financial Advice
01273 523700
17 October 2013 Kent County Council Pre-retirement Seminar Maidstone Register

Who should attend?

This seminar will benefit employees of Kent County Council retiring in the next six to twelve months who are concerned about losing their regular income and wish to maximise financial opportunities as they approach retirement.

What will you learn?

You will gain a clear understanding of how your pension works, ways of supplementing your retirement income and issues to consider for financial peace of mind during retirement.

The session will look at the key aspects you need to consider when preparing for your retirement, including:

  • Welcome and Introduction.
  • Money management.
  • How inflation can affect your income and ways of countering its affects.
  • State pension and benefits.
  • Options for taking your pension.
  • Investing any tax-free cash for income and growth.
  • The importance of making a will and estate planning.

Our advisers research the whole of market to find the most suitable options for you.

Date: 17 October 2013
Venue: Oakwood House
Oakwood Park
Maidstone
Kent
ME16 8AE
Event contact: Events Support Team
Lighthouse Financial Advice
01273 523700
15 November 2013 Kent County Council Pre-retirement Seminar Maidstone Register

Who should attend?

This seminar will benefit employees of Kent County Council retiring in the next six to twelve months who are concerned about losing their regular income and wish to maximise financial opportunities as they approach retirement.

What will you learn?

You will gain a clear understanding of how your pension works, ways of supplementing your retirement income and issues to consider for financial peace of mind during retirement.

The session will look at the key aspects you need to consider when preparing for your retirement, including:

  • Welcome and Introduction.
  • Money management.
  • How inflation can affect your income and ways of countering its affects.
  • State pension and benefits.
  • Options for taking your pension.
  • Investing any tax-free cash for income and growth.
  • The importance of making a will and estate planning.

Our advisers research the whole of market to find the most suitable options for you.

Date: 15 November 2013
Venue: Oakwood House
Oakwood Park
Maidstone
Kent
ME16 8AE
Event contact: Events Support Team
Lighthouse Financial Advice
01273 523700
10 December 2013 Kent County Council Pre-retirement Seminar Maidstone Register

Who should attend?

This seminar will benefit employees of Kent County Council retiring in the next six to twelve months who are concerned about losing their regular income and wish to maximise financial opportunities as they approach retirement.

What will you learn?

You will gain a clear understanding of how your pension works, ways of supplementing your retirement income and issues to consider for financial peace of mind during retirement.

The session will look at the key aspects you need to consider when preparing for your retirement, including:

  • Welcome and Introduction.
  • Money management.
  • How inflation can affect your income and ways of countering its affects.
  • State pension and benefits.
  • Options for taking your pension.
  • Investing any tax-free cash for income and growth.
  • The importance of making a will and estate planning.

Our advisers research the whole of market to find the most suitable options for you.

Date: 10 December 2013
Venue: Oakwood House
Oakwood Park
Maidstone
Kent
ME16 8AE
Event contact: Events Support Team
Lighthouse Financial Advice
01273 523700

Events for ASCL members

Date Event Location Details Registration
22 June 2013 ASCL Pre-retirement Seminar Chester Register

Who should attend?

This seminar will benefit ASCL members retiring in the next six to twelve months and who wish to preserve their wealth and maximise their financial opportunities as they approach retirement.

What will you learn?

You will gain a clear understanding of how your pension works, ways of supplementing your retirement income and issues to consider for financial peace of mind during retirement.

Outline Agenda:

Refreshments on arrival

Welcome and Introduction | Lighthouse Financial Advice

Money management | Lighthouse Financial Advice

The session will look at the key aspects you need to consider when preparing for your retirement, including:

  • inflation and how it can affect your income
  • investment opportunities
  • the importance of wills and estate planning.

Lunch: an informal finger buffet lunch will be served.

An overview of Teacher’s Pension Scheme and state provisions | David Binnie ASCL Pensions Specialist

In this session, David Binnie ASCL Pensions Specialist, will outline what you can expect to receive from your occupational pension scheme and options open to you for drawing your pension. The session will also include an overview of state benefits.

Questions and Close, Lighthouse Financial Advice

Date: 22 June 2013
Venue: Mercure Abbots Well Hotel
Whitchurch Road
Christleton
Chester
Cheshire
CH3 5QL
Event contact: Events Support Team
Lighthouse Financial Advice
01273 523700

Arrange an event

Would your staff benefit from attending a seminar on financial issues such as:

  • investing for income and growth
  • boosting your pension provision
  • protecting your family’s income
  • maximising income in retirement
  • inheritance tax planning?

We would be pleased to organise a seminar on an appropriate aspect of financial planning, free of charge at your place of work.

Alternatively we can hold a surgery, where staff can book 30-minute, individual consultations with one of our experienced advisers.

Arrange an event.

Each year we run more than 1,000 seminars and surgeries in the workplace for members of major employee organisations, medical professionals and teachers.

Client testimonials

Here are just a few of the comments we have received from clients.

  • Very impressed, enjoyed a chat with Trevor and I'm going to have a second appointment with him. Would recommend Lighthouse Financial Advice's services.
  • Mr Dickinson
    – Inverness
  • An excellent adviser, made us feel very comfortable which is very important, looking forward to the next appointments.
  • Mr & Mrs Corbyn
    – Perth
  • Had a very pleasant, relaxed appointment, learned lots of information. Very satisfied with the level of service provided by the adviser and would recommend your services.
  • Mr Morrison
    – Belfast
  • I hadn't had a financial review for a number of years, so was very pleased to receive a call offering a review. I am very happy with the service.
  • Mr Miles
    – Plymouth

Come along and find out for yourself.