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Event details are shown below.
Mid Career Financial Workshop
Event type
Conferences
Event bookings can only be created between
26/09/2017 - 01/11/2017
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.
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