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. |
Find out more |
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. |
Find out more |
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. |
Find out more |