Our Financial Awareness Seminar is best to suited an audience of up to 20 people at a time however larger numbers can be accommodated as the venue permits. It is preferred to arrange these sessions as a workshop where delegates are sat round a table, simply to encourage participation and heathly debate to make the session as interactive and enjoyable as possible.
The session covers a wide range of financial topics and typically we find 2 ½ hours offers sufficient time to cover the detail adequately whilst allowing for a short mid-session break and questions at the end. The content can however be flexed to suit the permitted time available.
Whilst set at a generic level, it is nonetheless a very informative session particularly around the areas of tax planning and mitigation, pre and post retirement planning, investments and estate planning. Delegates are subsequently invited to attend a one-to-one meeting offering the opportunity to discuss matters on a personal and confidential basis.
All delegates are provided with a welcome pack containing some further generic information to support the event as well as being asked to complete event feedback forms, copies of which can be made available upon request.