Essential Wealth Management: 90 minutes for peace of mind
FREE seminar
- Monday 27 February 2012 - The Oakes, Burnley
- Tuesday 20 March 2012 - Last Drop, Bolton
- Tuesday 24 April 2012 - Stanley House Hotel, Mellor
Please arrive at 7.00pm for pre seminar drinks. Presentations will start at 7.30pm and will be followed by questions and answers. Finish 9.00pm. Free refreshments will be provided.
We are re-running our extremely popular wealth management seminar. In just 90 minutes, your host, Tony Brierley of PM+M Wealth Management Limited, will cover a full range of essential financial planning topics in a relaxed and informal setting. Please do come along if you:
- Are planning or starting to think about your retirement. It’s true that we are living longer, which makes planning and saving for your pension more important than ever. And it’s never too early to start. We’ll be giving you lots of tips and inside information you won’t find elsewhere. We’ll also cover the new regulations on workplace pensions to be rolled out by the Government from 2012.
- Need advice on how to invest wisely and make your money work hard. You might be thinking about your retirement pot, starting a university fund for your children or grandchildren, or simply building a nest egg for the future. In these volatile times, bad advice can be costly. We’ll help you through the minefield, in layman’s terms.
- Have questions and concerns about inheritance tax. We’ll cover all the basics but it won’t be the same old stuff you’ve heard before. Guiding you through the key issues, we’ll advise you on how you can make sure you leave a lasting legacy for your family, not the taxman!
Previous wealth management seminars have been popular so make sure you book quickly to avoid disappointment. Please feel free to invite partners, relatives, friends or colleagues to come along if this free seminar is of interest to them also.
Here are just some of the rave reviews from our recent seminars:
“Excellent Powerpoint presentation. Key points covered fully and with clarity. Many thanks for inviting me to the seminar.” HS, Burnley
“Very useful content with good tips.” KR, Earby
“Extremely interesting and thought provoking. Very well presented.” MP, Burnley
“A good useful planning strategy explained." JD, Burnley
“Particularly interested in the inheritance tax advice. A comprehensive overview which was understandable.” SP, Nelson
Book an Event
Experience tells us that our seminars will be very popular so please book your place promptly. To reserve your place(s) please complete the form below alternatively call Lorraine Cade on 01254 679131.
