Planning a Financial Future

Planning a financial future

We are delighted to be able to bring you this training session to help you plan a better financial future for yourself and your family.
The session will be run by Rhiannon Gough, who has worked with parents and carers of those with additional or complex needs for many years; Rhiannon understands there is a struggle to find credible, straightforward advice on how to provide for the future. Rhiannon has a son with Autism and has run webinars and courses on all aspects of financial planning for special needs for years.
This session will outline the ‘top five’ areas that are asked about the most and offer tips and planning strategies to help parents/carers look after their families and, of course, themselves.

The session will cover:

• My Top 5 ‘Financial Need to Knows’ for parents/carers of a vulnerable child.
• Protecting your family – how life insurance can provide a trust fund for a child with special needs.
• Your own financial plans – making sure parents and carers are financially set.
• Pensions – should they be in trust?

Rhiannon Gogh, Director, PlanIt Future Financial Limited www.planitfuture.co.uk

When: Wednesday 19th October 2022
Where: Ups & Downs Southwest, The Old School, School Road, Westonzoyland, Bridgwater, Somerset, TA7 0LN
Time: 10am-12pm

Cost: £5 per delegate

To book a place, please complete the form below