Rapid responsibility - Equilibrium

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    Rapid responsibility

    • Friday 17 May, 2024
    • 09:30 – 11:30
    • Equilibrium Financial Planning, Epsom Avenue, Handforth, Wilmslow SK9 3DF
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    Rapid responsibility

    When you find yourself suddenly in charge of the family finances the responsibility can feel heavy. Sadly, this is the burden many are faced with as their partner who had always taken on the role, sadly passes away or no longer has mental capacity.

    Our knowledgeable advisers will guide you through the early stages of what to expect, and how we can help during what for many is a stressful period.

    We will also give the gentlest of introductions to the world of financial planning and investment management which will make you feel right at home, very quickly.

    You will soon understand the language, feel comfortable in every aspect, and feel up to speed with the fundamentals.

     

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    Itinerary

    9.30am: Arrival, food and drink

    10.00am: Masterclass

    11.30am: Finish

    Reasons to attend

    • Discover how to avoid the sudden worry of having to manage money by being well prepared.
    • Explore how to navigate your way through the world of financial planning and investing.
    • Learn how we create portfolios that are tailored to help you achieve your goals.
    • Plan for the short, medium, and long-term future.

    Your friendly expert

    Speaker image

    Haydn Barlow

    Chartered Financial Planner Haydn enjoys helping clients and their families make the most out of their money by creating financial plans that provide them with confidence and clarity, enabling them to live the life they want to.

    Location

    Equilibrium Financial Planning, Epsom Avenue, Handforth, Wilmslow SK9 3DF
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    Fully booked

    This masterclass is now fully booked.

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