Events

 

Join us at one of our upcoming events.

 
 

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Public Event: Planning for your financial future webinar

Online

It is important to both live for today and plan for tomorrow, and striking the right balance can be challenging. If you would like some tips to help you to effectively plan for your financial future, you may be interested in joining our free, informative, lunchtime webinar. Our hosts for this event will be two of our financial planners.

Public Event: Intergenerational wealth webinar

Online

Join our free informative webinar where we will discuss the topic of intergenerational wealth, inheritance tax and other areas of financial planning that need to be considered when passing wealth within families. Our hosts for this webinar will be two of our financial planners.

Public Event: How to retire well webinar

Online

With so many different retirement paths available, choosing the right one for you is now even more important, but is becoming increasingly difficult. We want you to ‘retire well’ and invite you to our free, informative webinar, hosted by two of our Chartered Financial Planners.

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