This event is open to everyone.
Mastermind class by: Yorkshire Financial Planning
Open Networking, Masterclass session and Lunch at the beautiful Tranby School.
Plan for the retirement you deserve with Yorkshire Financial Planning
If you would and/or your work colleagues would like to attend please email hello@thebchey.net There is a £10 + vat charge per person.
Only 9 places left.
Info:
Having a financial plan helps you feel in control. You know what you need to do, and when you need to do it. It’s how you give yourself the best chance of achieving your goals.
So, why does it feel so challenging?
Our role is to help clear the fog that often makes the path to financial freedom so difficult to navigate. Financial planning is much more than just talking about money.
Having time and money to do whatever your heart desires may be simpler than you think.
The more financially prepared you are, the more options you have open to you.
In this masterclass we will cover 2 key life stages:
Ideal if you’re early on your retirement journey and you want to make smart decisions. You’re in a great position and can make the most of opportunities to build your wealth over the long term. Great too if you’re mid journey and making progress, but you don’t know how much you’ll need or if you are on track to have enough. We’ll explore options, provide useful tips, and give you resources to help you plan.
Perfect if you’re about to embark on your retirement and want to understand your options along with opportunities to utilise alternative retirement assets. We’ll talk tax, tell you what not to underestimate, and show you why good planning now is key to living the life you deserve in retirement.
Whilst it’s true that most people have a pension, few have a retirement plan. In our masterclass you’ll:
Our goal is to make retirement planning feel simple, in what will be a fun and interactive session.
We’ll help you understand how to get the most out of your money so you can set yourself up for the life you want to live – now and in the future.
Ready to take control of your money?
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. Yorkshire Financial Planning Ltd is registered in England with company number 13179003. Yorkshire Financial Planning Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The St. James's Place Partnership and the title Partner Practice are marketing terms used to describe St. James's Place representatives.
