Managing Your Money for Business Owners: Putting it in a plan

Date: 6 Dec 2018

Time: 9:00 AM - 10:30 AM

A series of masterclasses for owner-managers of SMEs.

These seminars are particularly aimed at business owners who need to improve their financial knowledge, are nearing retirement or starting to look at selling their business.

Presented by Jillian Thomas, owner and managing director at award-winning financial planners Future Life Wealth Management. Jillian is also a former president of Sheffield Chamber of Commerce and a 2018 Institute of Directors award winner.

All events are free, and will run from 9.30am to 10.30, with coffee and registration from 9am.

In the final session there will be the chance to have a one-to-one with Jillian or one of her colleagues to pull together a personal financial plan.

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Putting it in a plan

6th December, Whirlowbrook Hall, Sheffield

The chance to start creating your personal financial plan, considering your personal inflation rate, along with the investment return versus investment risk to achieve the goals. This will include one-to-one tuition with Jillian or a member of her team. This is where we draw everything together establishing what date you can be financially independent and could retire.

To book

Places are limited so booking is essential.

Please email info@wealthmanagement.uk.com or call 01246 435 996

Location: Whirlowbrook Hall

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