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Financial Planning by numbers
Location: Reading
Start Date: 27/11/2018
End Date: 27/11/2018
Services: Financial Planning, Private Clients
Industries:
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Join Phil Smithyes as he charts his personal financial planning journey from both the perspective of being a partner and his daytime job of advising clients on a how to best manage their financial affairs.


What we will cover

  • Looking down from above. How financially secure would your family be if something happened to you?
  • The importance of having a financial plan. Why do it?
  • Starting the savings journey- from the small acorns to the big oak tree.
  • Money comes to money- the incremental economies of scale.
  • Don't shoot the messenger- managing expectations and cutting one's cloth.
  • Financial planning- it's not all about the money.

Who should attend

Partners in Professional Practices would benefit from attending.


Timetable

16:00 Registration
16:30 Seminar starts
18:00 Drinks and networking


Cost

There is no cost to attend this event.

Register now


 

For further information, please contact Tonya Fisher