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SUPPORTING SURREY Financial Wellbeing Programme

SUPPORTING SURREY Financial Wellbeing Programme

The Surrey Law Society and Evelyn Partners are excited to offer a free 3-part webinar series designed to empower you on your financial journey. This programme is exclusively for Surrey Law Society members and subscribers to the Surrey Junior Lawyers Division mailing list.

What You'll Gain:

• Practical knowledge: Learn from financial experts about budgeting, saving, taxes, investments, and more.

Confidence: Gain the tools and strategies to manage your money effectively and achieve your financial goals.

• Control: Take charge of your financial future by creating a personalised plan.

Why Attend:

Whether you're just starting your career or looking to take your finances to the next level, this programme is for you.

Financial Planning Foundation:

The first webinar in the series will examine a Financial Planning Foundation.

It will cover topics such as Budgeting & Saving Strategies, Debt Management & Credit Score Improvement, Decoding Payslips & Understanding Taxes, Building a Healthy Financial Mindset, Homeownership or other major financial milestone considerations and establishing the right mindset for a healthy financial future.

Why Attend?

In today’s fast-paced world, navigating your finances can feel like a daunting task. However, the decisions you make now can profoundly impact your financial future. By attending this webinar, you will:

• Gain Crucial Insights: Learn to manage your money effectively from the ground up. Understand how your income is taxed and take control of your spending. Develop a plan to pay off debt and build a strong credit score.

• Secure Your Future: Explore your options for achieving your financial goals. 

• Empower Yourself: Don’t let financial uncertainty hold you back. Empower yourself with the knowledge and confidence needed to make informed financial decisions. Take charge of your finances. Cultivate positive financial habits for long-term success. To pave the way for a brighter tomorrow.

Join us for an informative and empowering webinar designed to set you on the path to financial success.

Strategic Financial Planning:

The second webinar in the series will examine Strategic Financial Planning.  

It will cover topics such as Navigating Change, Analysing Your Current Financial Situation, Maximising Assets & Mitigating Risks, Retirement Savings Strategies, Tax-Efficient Saving & Investment Solutions, and Estate Planning.

Why Attend?

• Prepare for the Future: Create a personalised roadmap to achieve your financial goals.

• Optimise Your Financial Strategy: Gain clarity on your current financial standing and identify strategies to maximise your assets and mitigate risks.

• Expand Your Financial Toolbox: Learn how to make your money work harder for you through tax-efficient savings and investments.

• Protect Your Legacy: Protect your assets and your loved ones with a basic understanding of estate planning.

Join us for an informative and empowering webinar designed to empower you to make informed financial decisions and pursue the future you want.

Freedom Financial Planning:

The third webinar in the series will examine Freedom Financial Planning.  

As you plan for later life, mindful financial planning becomes paramount to ensure you can enjoy the lifestyle you want. Today and someday.

It will cover topics such as Defining Financial Freedom in later-life, Setting Retirement Goals, Optimising Pension Contributions, Balancing Investment Risk & Return and Creating a Sustainable Income Stream

Why Attend?

• Secure Your Financial Future: Define what financial freedom means to YOU in later-life. Set realistic and achievable retirement goals.

• Optimise Your Retirement Savings: Discover strategies for maximising your pension contributions and optimising your savings to ensure you have the financial resources needed to support your desired lifestyle. Today and Someday.

• Navigate Investment Decisions: Balancing time, risk and return becomes increasingly important as you approach retirement. Learn how to evaluate investment options, minimise risk exposure, and create a diversified portfolio that aligns with your goals.

• Create a Sustainable Retirement Income: Discover strategies to create a reliable income stream that will support you throughout your retirement years. From annuities to systematic withdrawals, discover the various options available and how to choose the right approach for your needs.

Join us to gain invaluable insights and practical guidance for navigating the complexities of later-life financial planning. 

Don't miss this valuable opportunity to invest in your financial well-being. Register today!

www.surreylawsociety.org.uk

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