Financial Planning for Mid-Life Accumulators

Available

Virtual

All Locations

Personal Financial Planning

Feb

Tue

Jun

Thu

12:00

13:15GMT

Schedule Description: A mini-series on how to plan for the future whilst facing short-term obstacles for your finances.

Zoom Link: https://icaew.zoom.us/webinar/register/WN_Wx4HlcDjTtigPQpA2VbarA

Description

A mini-series on how to plan for the future whilst facing short-term obstacles for your finances.

Please choose from the dates below to view more details.

Mid-Life Accumulation series dates

Description

Event Information

Please use the drop down menu above to book your place.

Join Mazars for this two-part series on mid-life accumulation.

Economic uncertainty, rising interest rates and rising inflation have many people considering whether they need to do anything differently with their finances. Mid-life accumulators can find themselves in a position where they want to plan for the future, but with short-term focuses that need to be overcome first. Mazars are hosting a webinar followed by a longer-form workshop to address these issues.

The webinar will be an introduction to the premises you should be considering followed by a short Q&A; the workshop will provide a more in-depth explanation of what you should consider, alongside worked examples, an overview of investment markets and more opportunity for open discussion.

Costs

Rate	Cost
ICAEW Member	No Charge
Non-Member	No Charge

ICAEW members and non-members are welcome to join. For more information about the Personal Financial Planning Community and to join free, please click here.

In partnership with

Mazars is an international accounting and advisory partnership with offices in 73 countries around the world and 14,000 professional staff globally. Within the UK Mazars LLP are ranked 8th by audit fee income. The Mazars Private Client team offers a full range of services to families, business owners, trustees, entrepreneurs, high net worth individuals and non-UK domiciliaries. The team blends skills from across our financial and tax planning professionals, into an integrated, client focused offering. As a result, we have a wealth of experience dealing with personal tax, wealth management and pension issues.

Event enquiries

Should you experience any difficulties booking onto the event, please go to our events support page - how to book. If you need assistance making a booking, please contact the Events Information team who will be happy to support with the online booking process.

Disclaimer

The opinions expressed by external guest speakers in interviews or other publications included on this website are, by their nature, those of the speaker. They are not necessarily fully endorsed by the ICAEW or purport to reflect the official policies and views of the ICAEW or its members.

ICAEW's terms & conditions

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