International Retirement Expert back due to High Demand

Last year, Cambridge Partners worked with Barry Lavalley – a leading authority on retirement and lifestyle planning – to produce the book ‘So you think you are ready to retire?’.  The ongoing success of the book, and the feedback we continue to receive, shows that this has really struck a chord with those looking to retire, or who have already made the move.

Barry visited us from his native Canada earlier in the year to run a series of seminars, which were so popular we had to put on extra sessions to meet demand.  Following many requests from those who weren’t able to attend then, we are delighted to once again be bringing Barry back for another one of these unique retirement planning seminars.

The seminar is designed for anyone planning to retire within the next ten years, or who is already retired.

You will gain an understanding of:

  • How to create a realistic vision of the future and plan a transition into the next life stage
  • Preparing your mind for retirement
  • The seven key areas of retirement planning
  • Money and life – look at spending, cash flow and other retirement financial issues
  • What planning a successful transition looks like with your Cambridge Adviser

Barry’s presentation will be an entertaining, informative and interactive 2 ½ hours designed to give you an opportunity to understand your transition into your next life stage.

We will provide you with a workbook and you can purchase Barry’s book – “Are You Ready to Retire?” on the day for $30.  If you have a partner, it is important you both attend.

Details of the seminar are:

When:   Saturday 4th August 2018

Where:  Tower Room Chateau on the Park, 189 Deans Avenue, Riccarton

Time: 9.00 am for a 9.30 am start and finish at 12pm

Tea/coffee and morning tea will be served prior to the start of the workshop.

Please RSVP by Friday 27th July 2018 to Michelle – 3649 119 or michelle.roberts@cambridgepartners.co.nz

Barry will only be holding one seminar this visit so, due to anticipated high demand we suggested you reply quickly to secure your place.  There is no charge to attend.

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