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Saturday 24th January – Beechey Room – 2pm-4pm (2 hour workshop). PLEASE USE SIDE ENTRANCE
Financial Planning Made Simple
Sam Beesley
Managing your money doesn’t have to be complicated.
This session will break down the essentials of financial planning in a clear and straightforward way. Giving attendees of all ages the knowledge and confidence to make informed decisions about their future.
We’ll explore:
• Everyday financial planning basics – practical steps to building financial confidence.
• Pensions & retirement – how to prepare for the future and understand the options.
• Investing wisely – balancing risks and opportunities to grow their wealth.
• Inheritance Tax essentials – simple strategies to help them plan ahead.
Whether you are just starting to think about your finances or planning for retirement, you’ll leave with practical tips you can put into action straight away.
This session is aimed at anyone who is interested in learning more about investing for their future and increasing knowledge around financial planning and retirement planning. No prior knowledge is needed but this is ideal for people aged over 25.
Three things you will gain from attending:
1)Increased knowledge around general financial planning
2)Learning about pensions and how to plan for retirement
3)Introduction to investing and the risks & rewards
This session will be run by Sam Beesley – a chartered financial planner with over 10 years’ experience working in financial services. Sam has been advising clients directly for over 7 years.
Sam’s social media links:
https://www.linkedin.com/in/sam-beesley/
Age: over 18s
This event is free for Stony Stratford Parish residents. To book, please go to: https://wegottickets.com/event/684107
