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Personal Financial Planning Community events

Upcoming events and webinars for Personal Financial Planning Community members.

Community events and webinars

Date Event Description More info
23 February 2023
Talking tax year end
Ensure you know what allowances you have available to you and how to make the most of them. Join Evelyn Partners as they talk tax year-end, pensions, and investing.
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28 February 2023
Webinar: Financial Planning for Mid-Life Accumulators
This webinar acts as an introduction to the areas of interest that mid-life accumulators should be considering for their personal finances.
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29 March 2023
Workshop: Financial Planning for Mid-Life Accumulators
Following the webinar overview, the workshop will build on those key themes and provide further detail on the points to be considered in each area. It will give a more in depth explanation of what mid-life accumulators should consider for their personal finances, alongside worked examples and more opportunity for open discussion.
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CABA online events and on-demand learning

Training, events and courses