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Preparing for retirement, Chester

Event Type
Event Subject
Business management
Development Outcomes (B, D)
Topic Groups (Retirement)
Friday 16 March 2018
09:00 - 17:00
Crowne Plaza Hotel, Chester
Trinity Street, CHESTER, CH1 2BD, England
Daniel James, Philip McEvoy, Alan Suggett, Anne Barker, Richard Harris, James Goldman, Raymond Goodman
Booking Fees
  • Dental Care Professional: £145.00
  • BDA member: £195.00
  • Non member: £275.00

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Contact details

Contact Emma Knight


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Preparing for retirement

A comprehensive guide to retirement planning

Friday 16 March 2018 | Chester

Alternative date:

Friday 15 June 2018 | EDINBURGH




Learning objectives

  • To gain financial advice on retirement
  • To learn how to manage the changes retirement brings
  • To understand the issues associated with the sale of your practice
  • To gain advice on the CQC processes and implications.


Sponsored by:

Goodman grant.pngMEDIESTATES.jpg 

How to book


BDA members can book online
(login to book - see top right of page)
By phone
020 7563 4590
By booking form
Print, complete then return a




Full day rates (6 hours CPD)

​BDA Members: £195​Non-members: £275

​Dental Care Professionals: £145

​​Non-dental spouses: £145


Half day rates (3 hours CPD) - Up to 20 places available for half day AM only, which covers all sessions up to 12.30pm and lunch. Half day delegate places must be booked by phone.
*Ideal for Associates

​BDA Members: £115

​Non-members: £165

​Dental Care Professionals: £85

​​Non-dental spouses: £85


The fee includes refreshments, a standing buffet lunch and all course documentation.


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Alan Suggett
Dental Partner, UNW Chartered Accountants

Alan is a Chartered Accountant and partner in charge of the Dental Business Unit of UNW LLP chartered Accountants (currently acting for more than 400 dentists).

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Anne Barker
Chief Executive Officer, MediEstates

Anne is the founder of the MediHoldings Group - MediCruit, MediEstates and MediFinancial, a family run, 16 year established company which offers services across the whole dental spectrum such as Practice Sales, Recruitment, Finance.

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Daniel James
Director of Client Services, Lloyd & Whyte

Daniel has been helping dentists prepare for a financially secure retirement for over 16 years, as Director and Independent Financial Adviser at Lloyd & Whyte.

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Phil McEvoy
Head of Pensions, BDA

Phil was appointed as the BDA’s Head of Pensions in July 2017.  Prior to this he worked in the occupational pensions industry and for two large trade unions, offering advice and leadership to members in a number of sectors including civil service, local government, energy, manufacturing and health.

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Jacinta McKiernan

Practice Management Consultant

Jacinta is Chartered MCIPD qualified in human resources, who has fourteen years’ experience in delivering and advising on all aspects of human resource management and employment relations.

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Ray Goodman

Managing Director, Goodman Grant Solicitors

Ray is the Managing Director of Goodman Grant Solicitors, a dedicated dental law firm that specialises in the sale and purchase of dental practices.

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Richard Harris
Head of Compliance, BDA

Richard advises members on CQC-related issues for England and is also involved in other regulatory set-ups in the rest of the UK.



6 hours CPD (full day)
3 hours CPD (half day)

This seminar meets the educational criteria set by the GDC for Verifiable CPD and is certified by the British Dental Association.






If you wish to stay overnight during the event please contact MICE Concierge our appointed hotel booking agency by email or call 01438 908770.

Full terms and conditions (including cancellation policy)​​