New Generation Investing - An income for life

Investing against a background of persistently low interest rates presents new challenges for people looking for long-term income. We start this session by reviewing investment theory to get a core understanding of how markets operate. We will look at how cashflow modelling can create more efficient income streams before going on the discuss effective strategies.

We will finish by looking at our research around long-term socio-economic trends such as the rise of robotics, the effects of an aging population and the continuing demand for scarce resources and their implication for long-term investing.

Date: 19 September 2018

Time(s): 08.15 for 08.30

12:15 for 12:30

Where: The Enterprise Centre, University of East Anglia, Norwich Research Park, Norwich NR4 7TJ

The Masterclass will last around two hours with questions and discussion.

Refreshments will be available. There is no charge for the Masterclass but you may like to consider a donation of £20 to Ormiston Families MPower project to support parents who have had a child taken into care.

Register here

Upcoming Masterclasses...

Winning the War for Talent

25 April 2018

Attracting and retaining top talent is key to business success. We are joined by Jeanette Wheeler and Lottie Seaborn from Birketts to look at non-financial incentives alongside employee share ownership options.

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All you ever wanted to know about Business Succession... but were afraid to ask

9 May 2018

Selling a business represents a once-in-a-lifetime opportunity to realise the value of a lifetime's work. This session gives a comprehensive background to the subject.

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Megatrends, Millennials and Electric Dreams

6 June 2018

The Millennial generation grew up through the financial crisis and will inherit the effects of two centuries of industrial climate abuse - what can they expect and how are they reacting?

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What people have to say about previous events....

Beginning to plan seriously for retirement and being a relative newbie in Norwich, it was refreshing to be introduced to a firm that places great emphasis on technical analysis and thoughtful planning. Too often, in my experience, IFAs are more concerned with style over substance but Chadwicks, through their Masterclass sessions offer real insight into investment management and retirement planning. Whether as a professional adviser or, like myself, someone looking for genuine insight into the changing times of today, I would recommend the sessions wholeheartedly.

Andrew Thorpe | Finance and Operations Director | Jarrold Norwich

Chadwick’s Masterclasses are one of the highlights in my calendar. Clearly, a great deal of thought and preparation goes into them, which results in useful and up-to-date information that helps me plan my personal money matters, develop my business and think more clearly about what to do next in this ever-changing world. I strongly recommend them to anyone looking to improve the management of their finances.

Lindsey Mack | Director | CloudQast