Financial Planning Seminars & Workshops

Towergate Financial 4 Women can provide a general seminar or workshop for your group on financial planning or tailor make the topic for you. We cover all aspects of personal financial planning including such topics as:

  • Budgeting  - how to manage your money
     
  • Mortgages - including other forms of debt
     
  • Protection - planning for the unexpected
     
  • Income in retirement - pensions and other options
     
  • Investments - avoiding jargon
     
  • Personal tax - covering income, capital gains and inheritance tax
     
  • Wills and estate planning - Why have a will?

Each topic would be specifically targeted to the age group and adapted to cater for their needs.

Other specialist titles include:

  • Redundancy - how will it affect me?
     
  • Planning for retirement
     
  • How to make the most of your money in retirement
     
  • Financial skills for growing your business
     
  • Sourcing finance for start-up or growing businesses.
     
  • Understanding the benefits from your company
     
  • Planning with a partner
     
  • Understanding inheritance tax

And many more ...

 
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