Planning for Financial Wellbeing and Security

Presented by

Katy Brown, Partner, Morrinson Wealth Management

About this talk

Supporting our network to achieve wellbeing and feel empowered is key to RegTech Women - given the current climate, the need for financial wellbeing has never been more important. With this in mind, as part of our broader wellbeing agenda and to support the financial wellbeing of RegTech Women during these challenging times, we are pleased to invite you to attend a financial wellbeing webinar led by financial wellbeing specialists Morrinson Wealth Wellbeing. What will you learn? • Financial planning basics and the cost of living • How to provide for your retirement • Investment principles and attitude to risk • Protecting you and your loved ones • Planning for your future lifestyle After the webinar, you will have the option to book a 45-minute 1:1 virtual consultation with a qualified financial advisor. These confidential consultations are non-committal, to follow on from topics discussed during the webinar and will provide you with an independent view based on your own individual financial circumstances, goals and objectives.

Related topics:

More from this channel

Upcoming talks (0)
On-demand talks (50)
Subscribers (1083)
RegTech Women is a professional women’s network that promotes and enhances the vital role women play in driving success within the RegTech industry.