Right People, Right Money, Right Time - Equilibrium

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Existing clients: 0161 486 2250

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Existing clients: 0161 486 2250

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    Right People, Right Money, Right Time

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        Masterclass

        Upcoming Events

        12:00 – 14:30
        Equilibrium head office
        Book your place
        10:00 – 12:15
        Equilibrium head office
        Book your place
        Find out when new events are added by joining our mailing list
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        Right People, Right Money, Right Time

        In this masterclass, we journey along our loved ones’ financial life to identify the different financial and life challenges faced along the way. Chartered Financial Planner, Ben Rogers will share stories and solutions that can make a massive financial and emotional impact for your loved ones both now and in the future whilst potentially saving large amounts of tax along the way. 

        Addressing friction points such as childcare, mortgages, private education, university fees and retirement planning, the focus will be on ensuring you get the right money to the right people at the right time to maximise impact. 

        Our expert financial planner will also present new ideas on how to turbocharge your gifting by leveraging the tax man and, in some cases, achieving 100% tax relief on your gifting strategies. 

        Itinerary

        Arrival, food and drink – 30 mins

        Masterclass – 1 hour 15 mins

        Finish

        Reasons to attend

        • How to benefit the generations beyond your children with small gifts that can make a massive impact.
        • Discover how you can support with the cost of childcare and whilst helping to leave a legacy.
        • How to save thousands by cutting out the big banks.
        • Understand how you can help loved ones through the decades.
        • Discover a few simple questions that can make a massive difference to the lives of those you love.

        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

        12:00 – 14:30
        Equilibrium head office
        Book your place
        10:00 – 12:15
        Equilibrium head office
        Book your place
        Find out when new events are added by joining our mailing list
        Sign Up
        Share

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        Find out when new events are added by joining our mailing list
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