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Financial Health In Later Life:  Free Sessions

2/7/2014

3 Comments

 
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Wednesday 5th March 10.30am – 1pm:  My Money In Later Life:  Plan Ahead-Be Aware

·        Introduction to Wills, Trusts, Power of Attorney, Funeral plans & getting to know the “Family Protection Trust” scheme

Wednesday 19th March 10.30am – 1pm:  Protecting The Things I Love

·        Avoiding & managing sale of assets for care costs, how to have the right Will ( get yours written free at this event!) & the right personal insurances when you are 50+

Wednesday 26th March 10.30am – 1pm:  Introduction to Financial Health & Safety

·        Budgeting, the safest pensions annuities & investment management, avoiding financial fraud & scams like “equity release”, gain better debt avoidance & understanding money after bereavement

There will be a relaxed group based & a private 1-1 “Ask the Expert” opportunity within each workshop.  You can attend as many sessions as you like!

Our friends at Plan B Partnership will be delivering the sessions. 

Plan B are Scotland’s first financial inclusion social enterprise, established in 2010. 

Ian took feedback from our customers at our Annual General Meeting and, together with Lucy, put together sessions that people requested.  Join us and let’s all learn something together!

  Places are limited:  Book Now by enquiring within or phone 01592 803280 or email your booking:  enquiries@dphsfife.org.ukComing Soon!  Places Limited!  Please book your place now!

 
 

 




Places limited so book now!




3 Comments
financial advisor irvine link
3/30/2014 08:23:27 pm

Financial health in later life is good to get the best ideas what to do in this age of life and your free session will help the people know about the thing you are doing and it will be great if so many great people will participate and provide their experience of Financial health. Your post and this session is good to learn.

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more business news link
4/9/2014 06:34:52 am

When you retire and get pension this is so important that you invest it right place because if you can't do it then you will face many challenges in your coming life. These sorts of session will guide these retired people where they can utilize their money.

Reply
Stock Market Company link
6/27/2014 06:56:57 pm

The above provided tips are very useful for the investors. Thanks for the efforts and information provided by the blog-writer on this subject.

Reply



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