Life 2.0: Your Next Act

Life 2.0

You no longer need to work - what happens next?

The shift to a new phase of life can be a difficult transition for anyone but it can be unexpectedly tough for business owners.

Who'd have thought selling a business could be so trying? It's great that someone has not only recognised your hard work but is prepared to pay you for it; the chance of a new beginning can be exciting and invigorating. But somehow you can't get away from those feelings of anti-climax and an acute sense of loss of purpose and identity.

Our session will look at issues around preparing for life after work with a focus on the particular challenges facing exiting business owners. Suddenly finding your bank balance has more zeros than you’d ever expected to see can be overwhelming. By working with people who have sold their business, inherited a large sum, or simply built value in their retirement assets, Chadwicks have developed an approach that makes sense of amounts that have the potential to change not just your life but those of generations to come.

We’ll start with some investment theory and how we at Chadwicks combine this with our behavioural expertise to create multigenerational solutions that mean you can stop losing sleep over money and start concentrating on the important things in life.

Date: 1 January 1970

Time(s): 10.00 am - 11.00 am

2.00 pm - 3.00 pm

Where: The Enterprise Centre, University of East Anglia, Norwich Research Park, Norwich NR4 7TJ

The Masterclass will last an hour with the opportuntiy to continue the conversation. It will be of interest to people who have changed their view of their future as a result of the pandemic

Refreshments will be available.

There is no charge for the Masterclass but you may like to consider a donation of £20 to Ormiston Families MPower project that supports parents who have had a child taken into care. In 2018 we were chuffed to hand over a cheque for more than £6,000, more than half of which had been raised from these Masterclasses.

Register here

Upcoming Masterclasses...

What people have to say about previous events....

Two great presentations - although I'd experienced the business sale process before was good to hear the pitfalls from James again. Richard is always easy to listen to and his delivery is great. James explained each element in a interesting way - could easily have lost people if the delivery had been tedious! Love the idea of the presentations - this one was less interesting to me than the previous one - cake made up for it!

Michael Bayley | Barric Limited

Beginning to plan seriously for retirement and being a relative newbie in Norwich, it was refreshing to be introduced to a firm that places great emphasis on technical analysis and thoughtful planning. Too often, in my experience, IFAs are more concerned with style over substance but Chadwicks, through their Masterclass sessions offer real insight into investment management and retirement planning. Whether as a professional adviser or, like myself, someone looking for genuine insight into the changing times of today, I would recommend the sessions wholeheartedly.

Andrew Thorpe | Former Finance and Operations Director | Jarrold Norwich

I have been a regular attendee at Chadwick’s business seminars for several years and without fail I have found the sessions to be useful and practical on the one hand whilst thought provoking and inspiring on the other. Many advisers can put on topical seminars, few can make you feel that you want to go on to study the subject yourself!

Dawn Parkes | Managing Partner | Hatch Brenner

Very Informative, with great speakers. Interesting audience engagement as well.

Jordon King | Delta Fire Ltd

Chadwick’s Masterclasses are one of the highlights in my calendar. Clearly, a great deal of thought and preparation goes into them, which results in useful and up-to-date information that helps me plan my personal money matters, develop my business and think more clearly about what to do next in this ever-changing world. I strongly recommend them to anyone looking to improve the management of their finances.

Lindsey Mack | Director

I cannot recommend Chadwick’s Masterclasses too highly nor say enough good things about them. Chadwick’s Masterclasses provide fresh insights and offer practical steps to build, maintain and retain value in businesses. Richard delivers clear and well-thought-out advice while challenging preconceptions. The workshops are thoroughly researched and never turn into sales presentations. I learn something every time I attend.

Paul Palik | Partner | Corporate Team | Birketts LLP

I enjoyed all the sessions and took away a golden nugget or two from each of them.

Tracey Aldous | Mint BB

Good choice of presentations, all of interest, good venue ... So many people don't think of the impact of retirement soon enough on both our finances and our wellbeing. All businesses would benefit from having these presentations for those in their late 50's and early 60's to get individuals thinking about what they need to do and what they want to do, to ease themselves into retirement.

Julie Lawrence | Unity Occupational Health & Wellbeing