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Join us at one of our upcoming events.

 
 

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Client Event: Spring 2024 webinar with Sarah Robinson, Certified Retirement Coach

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We are delighted to invite our clients to attend our Spring Client Webinar on Wednesday 17th April from 12pm to 1.30pm. We welcome Sarah Robinson, Certified Retirement Options Coach, as our guest speaker for this event. 

In this webinar Sarah will share her advice on overcoming the seven biggest emotional and lifestyle concerns about retirement. Following Sarah's presentation clients will have the opportunity to ask Sarah their questions in a Q&A session. 

Public Event: Trends in Employee Benefits webinar

Online

Are you an HR professional, employer or compensation & benefits specialist? Join us for a free lunchtime webinar on Thursday 23rd May from 12.30pm to 1.30pm to hear our views on the latest employee benefit trends and how these can impact your business. Our Client Strategy Director, Malcolm Steel, will host this online session, share his insights and will answer any questions you may have.

Public Event: How to Retire Well webinar

Online

With so many different retirement paths available, choosing the right one for you is now even more important, but is becoming increasingly difficult. We want you to ‘retire well’ and invite you to our informative webinar taking place on Thursday 4th July 2024 from 12.30 - 13.30, hosted by two of our Chartered Financial Planners.

Public Event: The Financial Planning Journey webinar

Online

We invite you to our free, informative webinar looking at the financial planning journey taking place on Tuesday 10th September from 12.30pm - 13.30pm. At this event we will outline what a financial planner does and how they can help you, the financial planning process, what to consider when selecting investments and points to consider when doing your own financial planning.

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