Upcoming Events

We are joined with fellow experts Tertia Vita, The Financial Planning Group and WPA to offer strategies and tools to support you to make informed decisions before and during retirement.

5:30pm – Registration, drinks and buffet

6:00pm – Welcome and introduction: Ingrid Womack, Tertia Vita

6:10pm – Presentations:

  • Retirement tool kit – Nigel Pacey, Tertia Vita
  • Retirement options demystified and tax mitigation optimised – John McCue, The Financial Planning Group
  • Medical Insurance: Family Healthcare Plan – Paul Geoghagen, WPA
  • Power of attorney, wills and inheritance tax mitigation – Jagat Shah, Morrisons Solicitors

7:20pm – Questions and Summary

7:30pm – Meeting local service providers

8:00pm – Finish

To register please contact:

  • Nigel Pacey – nigel@tertiavita.com / 07504 826446
  • Ingrid Womack – Ingrid@tertiavita.com / 07710 290761
November 10, 2015

Meet the Experts: Your Future in Your Hands

We are joined with fellow experts Tertia Vita, The Financial Planning Group and WPA to offer strategies and […]
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Email: info@morrlaw.com
Telephone: 01737 854 500
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