The Power of Conversation - Equilibrium

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    The Power of Conversation

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    Upcoming Events

    10:00 – 12:00
    Equilibrium head office
    Book your place
    10:00 – 12:00
    Equilibrium head office
    Book your place
    Find out when new events are added by joining our mailing list
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    The Power of Conversation 

    Whilst topics such as sex, religion and politics have made their way to the dinner table, money is still a taboo subject for us Brits. 

    However, in these times of spiralling living costs and rising taxes, many families are having to make stressful financial decisions which could be prevented. 

    In the UK, 92% of people rated “asking to borrow money” as the financial topic that makes them feel most uncomfortable (TotallyMoney). It’s no surprise, therefore, that it is often a lack of conversation that throws up barriers to supporting loved ones. We find time and time again that these barriers lead to poor outcomes for everyone involved and valuable opportunities being missed. 

    The Power of Conversation Masterclass shares our experience from three decades of working with over a thousand families and explores how we and our clients have navigated common concerns such as spoiling children, giving too much too soon, treating everyone fairly and keeping wealth within the family. 

    Our expert financial planner will also share innovative ideas, such as applying Hollywood filmmaking techniques to financial planning. 

    Ben will talk you through the many barriers that can stand in the way of even the most logical and rational intergenerational strategy and how to overcome them. 

    Itinerary

    Arrival, food and drink – 30 mins

    Masterclass – 1 hour 15 mins

    Finish

     

    Reasons to attend

    • How to help your family when they need it most.
    • How differing values and attitudes can create barriers.
    • How to have courageous conversations with those closest to you.
    • How to ensure your legacy has the most powerful impact.

    Your friendly expert

    Speaker image

    Ben Rogers

    Chartered Financial Planner Ben believes the power of financial advice goes far beyond just investments and tax, and that, if done correctly, it has the power to transform lives. His passion for financial planning lies in providing clients with confidence and clarity around their finances that allows them to make better decisions for them and their family.

    Location

    Equilibrium Financial Planning, Ascot House, Epsom Avenue, Handforth, Wilmslow SK9 3DF
    View in Google Maps

    Upcoming Events

    10:00 – 12:00
    Equilibrium head office
    Book your place
    10:00 – 12:00
    Equilibrium head office
    Book your place
    Find out when new events are added by joining our mailing list
    Sign Up
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