This webinar was previously scheduled for 06/05/2020 but is now taking place on 18/05/2020.
This webinar will provide an introduction into the psychology of investing and coping with volatility as well as tips for building a sustainable financial plan. Gain insight into why now is the ideal time to review or remodel your financial plan in light of recent events. Receive guidance on what you can do to get your financial affairs in order.
All delegates will be offered the opportunity to have a one hour, no-obligation consultation including a lifetime cashflow model with Mazars Financial Planning.
Jose Vilchez, Chartered Financial Planner, Mazars Financial PlanningJose joined Mazars Financial Planning in 2014, becoming a Chartered Financial Planner in 2015. He has over 15 years’ experience in Financial Services and over 10 years’ experience as a Financial Planner. Having achieved Chartered Financial Planner status Jose is amongst a small proportion of advisers who have achieved what is considered to be the “gold standard” qualification in the profession.
Jose’s expertise includes retirement planning, estate planning, tax mitigation strategies, as well as advising on personal and business protection requirements. As a specialist in complex pension planning, Jose helps his clients adapt to the ever-changing pensions landscape and is a regular speaker on the subject.
Recognised by the FT Adviser as one of the Top 5 firms in the UK for Financial Planning, our full-service, Financial Planning business is made up of Investment Managers, Certified Financial Planners, and Personal Tax experts.
If you are an ICAEW Member or Student or have already created an Account please login below. Otherwise please create an Account.
This screen shows you the details for the selected product.
Click the "Add to Cart" button to add this product to your shopping cart. You can enter a quantity larger then 1 to add multiples of this product to your shopping cart.
If the product is full you will see a "Wait List" button. Click this button if you would like to be notified if/when capacity is added. If capacity is increased we will email you. Upon receipt of the increased capacity notification, registration will be on a first-come, first-served basis.
If the product is not ready for purchase you will see a "Notify Me" button. You can click this button if you would like to be notified when this product is ready for purchase.
Some products can only be purchased through our partner. In this case you will see an "External Register" button. Click this button to purchase through our partner's website.