Presented by Jennifer Usher from Citrus Financial Management Ltd
Wednesday 13th July 2011
10am to 2pm
The Cotswold Coaching Retreat, Milton Under Wychwood
In this interactive workshop, Jen aims to put you firmly in control of your financial future and show you how you can use your business to achieve this. By the end of the workshop you’ll have a clearer understanding your personal financial situation, a focus on the financial situation you are aiming for and tips on how to get there. You will also have the confidence to guide your Financial Adviser during a financial review and avoid the common pitfalls. If you thought Pension & Investments were boring and complicated you’ll be surprised how much fun you can have and how much you’ll understand.
Click here to reserve your place now
Jen will take you through a normal financial review and explain what you should expect from your regulated Financial Adviser. Trying to understand your existing financial planning can be difficult when financial documentation is so long and complicated, so throughout the workshop you will be given tips on how to make it simple. Key to your financial planning is getting the right balance, Jen will help you to find the balance that suits you. You’ll also be given tips on how to achieve the result you want on a budget that suits you and your business now. Running your own business is time pressured, so it very common for your own finances to take a back seat, but the stress of knowing it’s not organised can be high. This short workshop can help remove this stress and possibly even save you some tax.
The cost of this workshop is £45.00 and includes lunch.