We invite senior professionals to step back from the daily grind and engage in purposeful reflection.
Retirement today is reinvention, not retreat. Life 2.0 means aligning financial strategy with evolving identity, whether consultancy, mentoring, side hustles, or creative projects. With longer lifespans, rising costs, and investment risks, sustainable withdrawal strategies are vital. Join us to explore freedom, growth, and purpose with lasting financial security.
What we’ll cover
Reinventing retirement – exploring new roles, side hustles, creative projects, and aligning financial strategy with evolving identity.
Balance freedom and financial security – building plans that support growth, purpose, and confidence while managing risks like longevity, inflation, and market volatility
Sustainable withdrawal strategies – Understanding how to protect wealth, manage sequence‑of‑return risk, and ensure resources last throughout retirement.
Introducing our speakers
James Bacon – Chartered Financial Planner, helping clients align their money with their values to build and protect long‑term wealth.
Lee Nguyen – Chartered Financial Planner, specialising in corporate financial planning and guiding business owners and professionals to build lasting security.
What’s in it for you?
Our Life Planners Masterclass series helps you cut through barriers and turn good intentions into lasting action. You’ll leave with a clearer sense of why planning often fails, how to make it stick, and how to align your financial plan with your evolving life and leadership role.
These sessions explore how education and accountability shape the life you’re building. With insights from behavioural economics, we’ll unpack why some goals endure while others slip, and how changes in income or career shifts affect your financial choices. Whether you’re navigating midlife demands or reimagining retirement, this is your space to pause, plan, and make decisions that reflect your true priorities.
45 min presentation & 15 min Q&A