Wealth Management Concepts

Retirement! ....What do you have planned?

It is never too late or too early to get a retirement plan organised to make sure you have the future you want.

Want to know where to start.... call us for a chat.

Gerry

10 things to do before you retire Just as you would plan for a trip, it’s even more important that you plan for retirement, the longest vacation of your life, with eyes wide open.

Have you been thinking about a Pension?

A lot of pension savers (and advisers) get hung up on the products used before actually deciding if this is a route that should be chosen in the first place.

The following questions should form the basis for a meaningful discussion with your Financial Adviser?

Brief …. but I hope this helps, If you want to know more, feel free to contact us!

Gerry

Last Tuesday we hosted a seminar at The Imperial Hotel Cork to a great a group of legal professionals, on how a pension is treated in the event of divorce/marital breakdown.

The presentation was given by George Nolan, Pension Specialist, New Ireland Assurance

Thank you to everyone who attended this session.

If you are interested in attending any of our seminars or would like to speak to our experts please give us a call on +353 021 4211891 email us at [email protected]

We are looking forward to hosting a seminar on Pensions, next Tuesday the 23rd May.

We are delighted to have Pension Specialist, George Nolan, from New Ireland Assurance update us on the Treatment of Pension Assets and Pension Adjustment Orders.

If you would like to attend seminars hosted by Wealth Management Concepts, please contact us on (021) 421 1891, or drop us a line through our page.