Call an advisor: 03330 00 00 39
Call an advisor: 03330 00 00 39
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Monday 28th October

Business Owners & Directors Financial Health Masterclass – Investments and life Assurance

Events Venue and Description – Bhayani HR & Employment Law, 59 Shoreham Street, Sheffield

This free workshop is designed to ensure you make the best use of your hard earned wealth.  Whether you are thinking of succession planning or retirement, this workshop will provide you with useful tips and advice.

During this session the following topics will be covered:

  • How to protect your assets
  • How to save
  • How to establish affordability and what risk is
  • How to establish your ability for loss and prioritise in the accumulation phase of the financial plan
  • What are the different type of protection for persona and professional use, including Shareholder Agreements and Keyperson Assurance

For further information and details of how to register, please follow the link provided.