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: [email protected]Coming Soon! Places Limited! Please book your place now!
Places limited so book now!
· 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: [email protected]Coming Soon! Places Limited! Please book your place now!
Places limited so book now!
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