Grow your money
Do you live for today or for tomorrow? A plan will help you do both.
In our last session we looked at how investment markets work and how, by bringing different types of investments together, we can manage risk.
We now move on to look at how to arrange your money to give you the life you want. We'll show you how to work out how much money you'll need and how, by creating a financial plan, you can plot your route to financial security .
By considering the three pillars that sit at the heart of an investment plan we'll start to make sense of the different types of investment. We'll discuss in straightforward terms the impact of tax on returns and the advantages of using the tax breaks the Government gives us. We'll look at how pensions work, at recent changes and why they are a great starting place; why ISAs are worth considering and why, while tax is an important factor, choosing the right investment should be your starting point.
We'll finish with a section looking at the issues behind ESG (Environmental, Social and Governance) investing, led by our expert in this area, Radostina Dencheva.
By the end of the session you'll have a clearer understanding of what's needed to set you on the road to the the life you want.
Agenda:
Investment fundamentals - short recap of main takeaways from the previous session.
The Three Pillars - building a portfolio to support your plan, based on pensions, ISAs and 'naked investments'.
comfort break
Financial Planning - creating and managing a robust financial strategy.
Fifty Shades of Green - investing for a better future
Questions and close
Date: 24 October 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. 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.
