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.
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.
