Welcome to MFP Wealth Management’s Retirement Café
The Retirement Café gives local people an opportunity to learn more about issues and challenges that may affect their retirement, over coffee and cake.
Once a month, pop along to hear experts talk about a range of topics such as coping with dementia, paying for care, Inheritance Tax or how to protect your wealth after you’re gone.
At the Retirement Café you can ask questions so you feel better informed and more confident in your retirement.
Information shared is for guidance only. You will definitely not be sold to at the Retirement Café. In fact, you cannot buy anything – not even the coffee! The coffee is on us and so is the chat.
The Retirement Café is brought to you by award-winning pension and retirement advisers, MFP Wealth Management. Chartered Financial Planner and author of Ready, Steady, Retire!, Justin King hosts the monthly event along with special guests.
The Retirement Café is held at The Kings Arms Hotel in the heart of Christchurch. Pop along from 10am to midday on one Friday of each month, starting on Friday 12th May 2017. Listen to experts talking about that month’s topic over a free hot drink and slice of homemade cake.
You can register your interest in these free events by clicking the dates below, so we can make sure we can accommodate everyone.
Retirement Café Events
Click the date of the event you wish to register for.
Justin King will be joined by three specialists in care.
Kerry Mason is Christchurch Business Manager of MyLife Living Assistance. Kerry has been involved in the care sector within Bournemouth and Poole for over 14 years and is also a Dementia Friends Champion. MyLife Living Assistance offers professional and compassionate support in the home, designed to help individuals stay comfortable and independent in their own homes.
Graham Duffy is Long Term Care Manager at Just, one of the UK’s leading providers of retirement financial solutions. He is also on the advisory board of the Society of Later Life Advisers (SOLLA) – an independent organisation that helps people and their families in finding trusted accredited financial advisers who understand financial needs in later life.
Debi Phelan-Bainbridge is Manager of Ocean Breeze Residential Care Home in Barton-on-Sea
Justin, Kerry, Graham and Debi will discuss how to go about finding the care you or your loved one needs and the different options available for funding care.
Find out how the event went here.
Friday 23rd June 2017: Inheritance Tax Planning and Passing on your Wealth
The Retirement Café looks forward to welcoming inheritance tax experts Kurt Lee of Lester Aldridge Solicitors based in Bournemouth and Graham Wilde of TaxNetUK Ltd, to discuss ways to mitigate the inheritance tax due on your estate. They will also discuss different options for passing on wealth tax efficiently, including the use of trusts.
The two experts join Justin King of MFP Wealth Management to answer any questions you may have about passing on your wealth efficiently to your loved ones. With over 50 years’ of combined experience in UK taxation between them, the experts will be running a question and answer session over fresh coffee and homemade cake between 10am and midday at the Kings Arms Hotel.