Come join us for morning tea and learn how you or your loved ones can transition into your next life phase without the stress and anxiety that comes with life changes such as retirement, downsizing and investing your funds safely.
Sophie Haley - Harcourts Sales Consultant
With a commitment to easing the home-selling process, Sophie offers honest guidance and support from beginning to end, empowering clients to make informed decisions about their future. Sophie takes her relationship with her customers to a personal level, it isn’t just a job for Sophie, she cares about each and every customer and wants to help them turn their dream into a reality.
Jacintha Atkinson-Manson - Atkinson Crehan Law
Jacintha is a Director of Atkinson Crehan Law. She will discuss how to handle legal matters you may face in retirement, including protecting your assets and helping your children grow theirs, freeing up assets to provide retirement income, navigating the legal aspects of retirement village living, achieving peace of mind by ensuring affairs are in order in case of incapacity or worse, and preventing family conflict once you pass on.
Tanya McMurtrie – Craigs Investment Partners
Tanya has worked as an investment adviser for over 18 years. She understands the need to focus on generating income in retirement, along with balancing the impact of inflation & tax. Tanya takes time to fully understand your needs to design an investment portfolio that will look after you throughout your retirement years.
This is a must attend event if you are heading towards retirement or are already there!
Phone 021 277 9309 to register.
THURSDAY 12 SEPTEMBER 2024 - 5:30PM AT BEACHSIDE CONFERENCE AND EVENTS CENTRE
70 Beach Road Tahunanui, Nelson
