Craigs Investment Partners would like to invite you to an upcoming collaborative event:
Retire Ready | Navigating Legal, Financial, and Real Estate Considerations.
Are you ready to embark on the next chapter of your life? Join us for a comprehensive workshop crafted to provide you with vital knowledge and strategies for a smooth transition into retirement. Guided by a panel of experts in law, finance, real estate, and investment planning, this workshop offers invaluable insights to ensure you're thoroughly prepared for the journey ahead.
Whether you're nearing retirement or planning for the future, this workshop is essential for anyone seeking to retire ready. Reserve your spot today!
When: 1.45pm, Saturday 22nd June
Where: Waverley Bowling Club Invercargill 9810
Hosts:
•Morgan Pearce - Cruickshank Pryde:
Morgan Pearce, Solicitor, will guide you through the legal considerations of retirement planning. From crafting wills and trusts to addressing long-term care, and how you can navigate the complexities of estate and succession planning.
James McRobie & Anneke Kawau - Ray White:
James McRobie, Co-owner of Ray White and experienced Salesperson and Auctioneer, along with Anneke Kawau, Co-owner and Managing Director of Ray White, bring a wealth of expertise in real estate to the workshop. Together, they will share invaluable insights into real estate considerations for retirement, including exploring retirement living options, property valuation processes, maintenance tips, and investment opportunities to maximise returns in retirement.
Megan Clark - McCulloch and Partners:
Megan Clark, Chartered Accountant, will delve into financial planning strategies crucial for retirement readiness. Megan will discuss succession planning, optimising business structures, and conducting a comprehensive financial assessment to set realistic retirement income expectations.
Regan Thwaites - Craigs Investment Partners:
Regan Thwaites, Investment Adviser, will provide expert guidance on investment and retirement planning. Regan will cover risk assessment, retirement income planning, longevity planning, and diversified investment strategies tailored to your retirement goals.
