Member Event: Chadwicks Masterclass. Grow your money.

This is the second in our 3-part Autumn Masterclass series. We started with investment fundamentals. In this session, we now move on to look at how to arrange your money to give you the life you want. We’ll show you how to work out how much money you’ll need and how, by creating a financial plan, you can plot your route to financial security. Do you live for today or for tomorrow? A plan will help you do both.  We’ll discuss in straightforward terms the impact of tax on returns and the advantages of using the tax breaks the Government gives us. We’ll look at how pensions work, at recent changes and why they are a great starting place; why ISAs are worth considering and why, while tax is an important factor, choosing the right investment should be your starting point. By considering the three pillars that sit at the heart of an investment plan we’ll start to make sense of the different types of investment. By the end of the session you’ll have a clearer understanding of what’s needed to set you on the road to the life you want. Agenda: Investment fundamentals – short recap of main takeaways from the previous session. Financial Planning – creating and managing a robust financial strategy. Comfort break The Three Pillars – building a portfolio to support your plan, based on pensions, ISAs and ‘naked investments’. A deeper dive into Pensions – how they work and why they are such a good idea. Questions and close This is an in-person session, so places are limited. We are keen to keep our Masterclasses free of charge. To help achieve this please could you try to honour your commitment to attend or let us know as soon as possible if you are unable to make it so your place can be allocated to someone else. This year, we are proud to support The Priscilla Bacon Hospice Charity. If you find the masterclass useful, we encourage you to donate to support their work.