In line with World Financial Planning Day, we invite you to join us as we discuss:
• An introduction to financial planning and the importance of having a plan
• An overview of the four key areas of financial planning: Protection, Investments, Pensions, and Inheritance Tax Planning
• Bringing financial planning to life with the use of cash flow modelling
• Support available
This session is educational and will provide you with some key considerations and practical takeaways which aim to help you feel more confident in your finances.
We encourage participation and will allow time for questions to be answered at the end of the session.
Even if you can’t join us on the day, as long as you’ve registered, you’ll receive a recording of the webinar afterwards so that you can watch at a time that suits you best.