Hand working on a calculator

Financial Planning: Lessons from the Pandemic

Location: Webinar
Start Date:

09/12/2021 09:30

End Date:

09/12/2021 10:30

Services: Financial Planning
Hand working on a calculator

Join Phil Smithyes, Partner, Crowe Financial Planning, as he talks through the financial challenges of the COVID Pandemic and associated lockdowns.

What we will cover

Phil explains the strategies employed by his team in supporting clients through volatile markets and the important lessons learned from the last 18 months, including:

  • reappraising what really matters
  • focusing on expenditure
  • mind games
  • holding your nerve during volatile markets
  • the importance of responding, not reacting
  • time in the market versus timing the market
  • active investment management – is it worth it?
  • does ’cash remain King‘ even in a low interest rate environment?
  • debt versus equity
  • what happens next? 

Cost

There is no cost to attend this webinar.

Register now

If you have any further questions please contact us