Wealth management seminar
Our lives and our world are unpredictable and plans and priorities will often change throughout our lifetime. There is no better time than the present to review your finances and goals to ensure they remain on track.
Join us at our wealth management seminar on Tuesday 12 July 2022.
Topics covered will include:
Strategies for retirement income success – Kim Williams
Using wills, powers of attorney and trusts to manage the future – Gemma Spencer
Inheritance tax planning – Jo White
We are delighted to announce our guest speaker Rupert Toovey., FSA, FRICS, FRSA. Toovey’s Antique & Fine Art Auctioneers and Valuers.
Date and time:
Tuesday 12 July 2022 | 3:00pm – 5:00pm
South Lodge Hotel, Brighton Road, Lower Beeding, Horsham, West Sussex, RH13 6PS
How to book:
*This seminar will be recorded if you would like to receive a copy please indicate your preference when registering.
Subscribe to our newsletters
Our complimentary newsletters and event invitations are designed to provide you with regular updates, insight and guidance.
You can unsubscribe from our email communications at any time by emailing [email protected] or by clicking the 'unsubscribe' link found on all our email newsletters and event invitations.