Insightful articles on the world of finance and investing

16 Feb 2018
Take 3 hours to sort out the rest of your life

If you’re within ten years of retiring, or have recently retired, you’ll know exactly what you’re retiring from – and why. But the big question is, how well do you know what it is you’re retiring to? Taking a few hours to build a much clearer picture of how you are going to spend this next (and potentially very long) stage of your life could well be the difference between enjoying, or just enduring, your retirement.

You are probably already aware that Cambridge Partners have worked with Barry Lavalley – a leading authority on retirement and lifestyle planning – to produce the book ‘So you think you are ready to retire?’.

Now we’re delighted to announce that we are bringing Barry back to Christchurch for a series of unique retirement planning workshops. This enjoyable and information session will help you gain a better understanding of your next phase of life, as we work through a wide range of issues around retirement, including some you may not have even considered!

You will learn:

  • Five things that may surprise and shock you about retirement
  • The formula for retirement happiness, based on solid research
  • The keys to making a successful transition
  • The ‘ideal’ retirement personality for getting the most out of retirement
  • Why money is not the key to a successful retirement
  • How you can retire on considerably less than you think
  • The differing role that money plays as you get older

You will receive a free workbook, plus a copy of the book ‘So You Think You Are Ready To Retire’.

Sessions will be three hours and will be run at the Canterbury Club, 129 Cambridge Terrace, Christchurch, at 5.30pm Wednesday 14th March, and 10am and 3pm Thursday 15th March. Morning session will start with coffee and refreshments, afternoon and evening session will conclude with drinks and nibbles.

UPDATE 5 MARCH – please note the Wednesday evening and Thursday afternoon sessions are now full, and there are limited spaces left at the session on Thursday morning, so in order to meet demand we have added an additional session on Monday – 4.30pm for a 5pm start.

Please rsvp by 6th March to Chloe Wolt –

Due to anticipated high demand we suggested you reply quickly to secure your place at the time most suitable to you. If you have a partner, we strongly recommend both of you attend.