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Living Longer, Retiring Smarter - Tauranga
Join Craigs Investment Partners Tauranga for Living Longer, Retiring Smarter, a free seminar exploring how to plan for the years leading into, and through, retirement.
Kiwis are living longer than ever, with many people spending 25–30 years or more in retirement. This session is designed to help people think through how to make their money last, while still supporting the people and goals that matter most.
Whether you’re 5–10 years away from retirement and starting to map out the transition, or already retired and wanting confidence that your plan still stacks up, this seminar offers practical guidance and useful considerations.
Participants will explore how to structure assets in the years leading into retirement, make money work effectively throughout retirement, and balance growth and income without becoming too conservative or taking on too much risk. The session will also cover supporting children and grandchildren, including first homes, education and gifting, without jeopardising your own financial security, as well as legacy planning and having conversations with family about money, expectations and succession.
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Craigs Investment Partners
Tauranga
Craigs Investment Partners Tauranga, Tauranga Boardroom, 158 Cameron Road
Tuesday 25 August
5:00pm – 6:30pm
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