USA 
Calculate the cost of a comfortable retirement for 2024 and beyond
Target your financial fitness for a comfortable retirement with our complimentary webinar. Learn how much you need with straightforward strategies from our financial planning experts.
See real-life examples demonstrating the importance of cashflow modelling when deciding if you can afford to retire. Our experts will also discuss the potential impact of recent inflation increases on many people’s retirement plans.
Find out more about:
- Why cashflow modelling is often the first step when creating a financial plan
- How a financial planner can help you to navigate your retirement
- The impact of inflation and rising costs on your money
- The potential impact of tax on your retirement income
- How you can make sure your future is financially secure in the current uncertain climate
Key take outs from this event:
Learn about the benefits of cashflow modelling and the impact of recent inflation increases on many people's retirement plans.
Important information
The value of investments, and the income from them, may go down as well as up and investors may not get back the amount originally invested.
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Speakers
Mark Wilkins
Financial Planning
Mark is experienced in many areas of finance including international lending and financial planning both B2B and B2C, Mark has been with Evelyn Partners for over 10 years.
Key Focus - Mark is both a Managing Partner and practitioner for Evelyn Partners. Leading the team in the South West and developing our professional relationships with a focus on US and intergenerational planning.
Graham Dixon
Financial planning
Graham joined Evelyn Partners in 2007 and has over 23 years of experience in financial services. He works with private clients, providing financial planning and wealth management advice and empowering them to make the best choices for their own and their family’s future. He is a Chartered Financial Planner and Fellow of the Personal Finance Society.
Lindsay Spencer
Investment management
Lindsay joined Evelyn Partners in 2021 from Brooks Macdonald Asset Management. She manages bespoke investment portfolios for onshore and offshore private clients, trusts, corporate clients and charities. She is experienced working with clients and managing the relationship with their professional advisers.
Lindsay is a Chartered Wealth Manager and holds the CFA Certificate in ESG investing.
