Join us on Wednesday 18th September at 12:30 pm to discuss how you can set yourself up for the future through proper pension planning. Joining us are two finance specialists, Peter Lane, Co-Founder and COO at Jacobi Asset Management and Frederick Ortiz, Financial Advisor at Fortis Financial.
With more than 35 years of combined experience in full-service wealth management advisory roles, both have extensive experience managing individuals’ and SMEs’ investments, pensions, tax planning, and asset management.
During this webinar, you can expect to learn:
> How to maximise the tax benefits of pension planning
> How much you really need to be able to retire
> How to manage the risk versus reward
> The tricks that help investors retire earlier or wealthier
> How group pensions can be made easier or more cost-effective for employers
The event details are as follows:
Date: Wednesday 18th September
Time: 12:30pm
Location: Live Webinar
If you would like to attend the session, please fill out the form below and a member of the team will be in touch with more details closer to the event.