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

Location:

South Lodge Hotel, Brighton Road, Lower Beeding, Horsham, West Sussex, RH13 6PS

How to book:

RSVP here or email us here

*By signing up to this event, you have read and accept our privacy policy, and also agree for your details to be shared with our event co-hosts, Kreston Reeves Financial Planning Limited.

*This seminar will be recorded if you would like to receive a copy please indicate your preference when registering.