Events
Welcome to The Retirement Café
The Retirement Café events give people an opportunity to learn more about issues, opportunities and challenges that may affect their retirement, over coffee and cake.
Retirement can be one of the most enjoyable stages of life: time to take up new hobbies or get pleasure from doing the ones you love; and opportunities to spend time with family and friends and generally relish a more relaxing pace of life.
But with more time and freedom can come new challenges to be faced.
As you approach or enjoy your retirement you are likely to face a whole new set of issues, opportunities and challenges. Our aim is to help you feel more informed about those issues and challenges by providing access to information on topics that interest you most.
Specialists in their field of expertise are brought together to help guide you as you navigate through 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 goes virtual!
During the coronavirus pandemic The Retirement Café went virtual!
With a great deal of uncertainty concerning the coronavirus many people had unanswered questions concerning their finances, their retirement and life in general.
So we decided to run a series of virtual Retirement Café coffee mornings.
Guests grabbed themselves a coffee, pulled up a chair and logged in to Zoom – an easy-to-use video conferencing service. For one hour we connected like-minded people to hear what experts from various walks of life had to say to help you feel more informed during a very challenging time.
Watch the Virtual Retirement Café events.
Friday 3rd April 2020 – Watch the video of this event featuring Abraham Okusanya giving a historical perspective to the current market volatility.
Friday 17th April 2020 – Watch the video of this event featuring Neil Bage explaining how our behavioural biases impact our decision making and how to navigate these challenging times.
Friday 1st May 2020 – Watch the video of this event featuring Carl Richards, best known as The Sketch Guy, columnist with the New York Times since 2010. Through his simple sketches, Carl makes complex financial concepts easy to understand.
Carl has also appeared in episode 13, episode 14 and episode 27 of The Retirement Café podcast.
Previous Events
Friday 12th May 2017 - Finding and Funding Care In Later Life
Graham Duffy, Care Specialist at Just, one of the leading providers of retirement solutions, explained care annuities and options for funding care. Care home manager Debi Phelan-Bainbridge and Kerry Mason, Manager of MyLife Living Assistance, shared their experience of care funding from a client perspective.
Friday 7th July 2017 - Inheritance Tax Planning
Ways to mitigate inheritance tax and pass on wealth using trusts was explained by Kurt Lee, Head of the Tax, Trusts, Wills & Probate team at Lester Aldridge LLP and Chartered Tax Adviser Graham Wilde.
Friday 15th September 2017 - Lasting Powers of Attorney
Estate and legacy planning expert Paul Solomons and Court of Protection specialist Fiona Heald discussed everything you need to know about Lasting Powers of Attorney.
Friday 13th October 2017 - Successful Investing in Retirement
Senior executives from Dimensional Fund Advisors joined Chartered Wealth Manager, Justin King, to discuss the critical success factors that make investing in retirement a successful experience.
Friday 1st December 2017 - The Secret to Living a Fulfilling RetirementDecember’s Retirement Café gave MFP Wealth Management 40 clients and Retirement Café regulars a chance to hear host Justin King talk about “The Secret to Living a Fulfilling Retirement”.
Wednesday 17th January 2018 – Dementia: Prevention and Care
Dr Ben Hicks, psychologist and researcher with Bournemouth University Dementia Institute (BUDI) and clinical nurse specialist Annette Sparks answered a myriad of questions from guests about dementia.
Wednesday 7th March 2018 - Planning for Probate
Kurt Lee of Lester Aldridge Solicitors and Simon Head, Managing Director of Head & Wheble Funeral Directors explained the steps involved in planning for probate and arranging a funeral.
Thursday 14th June 2018 - Finding and Funding Care
This ever-popular topic was addressed once more with the return of Graham Duffy, Care Specialist at Just - one of the leading providers of retirement solutions - discussing care annuities and options for funding care and Hollie-Mae Clarke, Senior Customer Advisor for Colten Care.
Friday 5th July 2019 - Inheritance Tax Made Simple
Podcast host Justin King was joined by Kurt Lee of Lester Aldridge Solicitors to discuss how Inheritance Tax rules are complex, so mistakes are easy to make.
“MFP Wealth Management’s Retirement Cafés are an example of understanding client needs and expectations. Strongly recommended.”
“The Retirement Café sessions are a really useful way of discussing issues that are of interest. With a format where we are all able to participate and bounce things off the experts, we all gained a huge amount.”
“The Retirement Café is of immense interest. They demonstrate to MFP’s clients that they need to be aware of other aspects of retirement and not just the income part of it.”
“The Retirement Café demonstrates MFP Wealth Management’s commitment to customer service in providing meaningful information when planning for retirement.”