Enjoy your money

We’ve left the best until last! The final session of our Know Your Money Masterclass series looks at how we can get the most from our money.

Enjoying your money

Richard Ross and James Bacon will start by thinking about our practical financial needs for security, flexibility and confidence. They’ll look at the special risks associated with planning for your Next Act, consider ways to access income and develop a model for effective investing.

How you manage your income is arguably as important as how you manage your investments. We will look at different ways of managing your money and the compromises each entails

Environments change - people transition. After the break we’ll look at the wider aspects of shifting to a new phase of life by reflecting on how to develop a transition mindset.

We're delighted to be joined for this session by Judy Dow from the Norfolk Community Foundation who will will conclude our session by discussing how you can work with the foundation to make charitable giving and philanthropy part of your Next Act.

By the end of the session you will have a clearer understanding of how much you need, feel more relaxed about your finances and start to enjoy your next stage of life.

You've saved for a good retirement - let's look at how to make it a great one!

Agenda:

Introductions

Security, flexibility, confidence Meeting the Next Act financial challenges
Richard Ross & James Bacon

Comfort break – strictly 15 minutes!

Writing you Next Act Developing a transition mindset Richard Ross

Does giving have a place in your Next Act? Philanthropy, purpose and getting involved Judy Dow

Questions and Close

Date: 28 November 2023

Time(s): 6.00pm til 8.00pm

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

The Masterclass will last around two hours with questions and be of interest to all investors but particularly those who can see retirement on the horizon. Coffee or tea and exceptionally fine cake will be served

This is an in-person session so places are limited. We are keen to keep our Masterclasses free of charge. To help achieve this please could you try to honour your commitment to attend or let us know as soon as possible if you are unable to make it so your place can be allocated to someone else?

This year, we are proud to support The Priscilla Bacon Hospice Charity. If you find the masterclass useful we would encourage you to make a donation to support their work.
Priscilla Bacon

Register here

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

Two great presentations - although I'd experienced the business sale process before was good to hear the pitfalls from James again. Richard is always easy to listen to and his delivery is great. James explained each element in a interesting way - could easily have lost people if the delivery had been tedious! Love the idea of the presentations - this one was less interesting to me than the previous one - cake made up for it!

Michael Bayley | Barric Limited

Radostina was marvelous, intelligent and had a lovely presence. Excellent speaker. Both talks were informative and intelligent. There were plenty of takeaways and the peer-to-peer conversation was engaging as well. Also, the cake halfway was a nice touch. I'll do anything for cake.

Rob Morley | Fountain Partnership

This was my first event, and I was impressed with how it was operated, the topics covered and the quality of the speakers.

Faith Pearce | MA Partners LLP

I have been a regular attendee at Chadwick’s business seminars for several years and without fail I have found the sessions to be useful and practical on the one hand whilst thought provoking and inspiring on the other. Many advisers can put on topical seminars, few can make you feel that you want to go on to study the subject yourself!

Dawn Parkes | Managing Partner | Hatch Brenner

Very Informative, with great speakers. Interesting audience engagement as well.

Jordon King | Delta Fire Ltd

I cannot recommend Chadwick’s Masterclasses too highly nor say enough good things about them. Chadwick’s Masterclasses provide fresh insights and offer practical steps to build, maintain and retain value in businesses. Richard delivers clear and well-thought-out advice while challenging preconceptions. The workshops are thoroughly researched and never turn into sales presentations. I learn something every time I attend.

Paul Palik | Partner | Corporate Team | Birketts LLP

I enjoyed all the sessions and took away a golden nugget or two from each of them.

Tracey Aldous | Mint BB

Good choice of presentations, all of interest, good venue ... So many people don't think of the impact of retirement soon enough on both our finances and our wellbeing. All businesses would benefit from having these presentations for those in their late 50's and early 60's to get individuals thinking about what they need to do and what they want to do, to ease themselves into retirement.

Julie Lawrence | Unity Occupational Health & Wellbeing