Plan Your Future, Fund Your Future: A Financial Planning workshop with Charlene Lock

Join Welsh ICE and Financial Planning expert Charlene Lock for an amazing 'Empowering Women Through Finance' workshop at our hub in Caerphilly.

Q&A, an optional free, no obligation follow-up chat for anyone who wants to look at their own situation with Charlene in more depth as well as a workbook for you to take home!

Know you should be planning for the future but not sure where to start?

This hands-on workshop will help you get clear on what you want your future to look like and what needs to be in place to get you there. You'll set short, medium and long term goals for both your personal life and your business, then take a realistic look at where your money actually goes and what you really need to live on. Pensions are explained in plain English, including how they work when you're self-employed, and we'll look at the most tax-efficient ways for business owners and sole traders to save, from pensions and ISAs to paying in through a limited company. You'll leave with a simple action plan to put it all into practice. It's relaxed, interactive and jargon-free, and nobody has to share their own numbers unless they want to.

The session also includes: Time for questions and closing Q&A, an optional free follow-up chat for anyone who wants to look at their own situation with Charlene in more depth as well as a workbook for you to take home!

hello@welshice.org

02920140040

Description supplied by the event organiser.