Event photo

Mid-Career Financial Workshop


Event type

Conferences

Event bookings can only be created between

26/09/2017 - 31/10/2017

Seats in waiting list

0


Course Documents

-

Facilitator

David Harris


Description


A half day course to help you set or review your financial goals, and ensure your plans for the future remain on track against the ever changing financial environment and legislation.

What are the benefits?

This workshop will offer you the opportunity to assess your personal finances against your future plans to support you in achieving your financial goals later in life.

Topics covered include:

 Achieving savings goals with your University
Remuneration Package
 Reviewing your current income and expenditure
 How to budget effectively
 Retirement goals and considerations
 Pensions
 Tax Efficiency
 Savings & Investments
 Estate Planning
 Seeking guidance and advice

Who should attend?

Anyone in the mid stages of working life who has perhaps built up some pension and savings provision, but may need support to set or achieve financial goals later in life.

Occasions for this event

Details about the occasions for this event is shown below. To add or edit occasions click on edit event to the right.

Occasion(s) Weekday Location Location status
Confirmed31/10/2017 13:30 - 16:30 Tuesday TechnoCentre Room CC1.4 Confirmed