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Event Date

June 1, 2022

Event Cost

£25.00

Event Time

15:45 - 17:45

Location

Hosted Virtually by SCIS

SCIS
St Colme Street
EH3 6AA

To register for the waiting list, please email Info@scis.org.uk

Cancellation and refund policy

  • Cancellations must be advised by email 5 working days prior to the event.
  • A refund will not be granted if a registrant fails to attend or cancels within 5 working days prior to the event.
  • We welcome substitute delegates attending in your place at no additional cost.

Event Description

Suitable for individuals wishing to take control of their finances and plan for a secure future.

The aim of this course is to highlight the key financial and legal planning issues at the mid-career point.

We will be covering Money Management, Protecting those important to you, Retirement Planning, the Mortgage Market 2022, Growing your Wealth and Legal Matters*.

Learning Objectives

  • To increase individual knowledge and understanding of general financial planning issues and the impact our actions can have.
  • To help enable a financial sense check at the mid career point
  • To encourage individual responsibility for future long term security.

We are delighted to welcome Alex Dockar  to deliver this session. Alex 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.

*Facilitated by lawyer Julia Whytock

 

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