Financial Planning Made Simple with Sam Beesley

Event information

This session will break down the essentials of financial planning in a clear and straightforward way. Giving attendees of all ages the knowledge and confidence to make informed decisions about their future. This is a 2 hour workshop.

We’ll explore:
• Everyday financial planning basics - practical steps to building financial confidence.
• Pensions & retirement - how to prepare for the future and understand the options.
• Investing wisely - balancing risks and opportunities to grow their wealth.
• Inheritance Tax essentials - simple strategies to help them plan ahead.
Whether you are just starting to think about your finances or planning for retirement, you’ll leave with practical tips you can put into action straight away.

This session is aimed at anyone who is interested in learning more about investing for their future and increasing knowledge around financial planning and retirement planning. No prior knowledge is needed but this is ideal for people aged over 25.

Three things you will gain from attending:
1) Increased knowledge around general financial planning
2) Learning about pensions and how to plan for retirement
3) Introduction to investing and the risks & rewards

This session will be run by Sam Beesley - a chartered financial planner with over 10 years’ experience working in financial services. Sam has been advising clients directly for over 7 years.
Sam’s social media links:
https://www.linkedin.com/in/sam-beesley/
For more information on this session, please contact Sam by email on: Sam.beesley@sjpp.co.uk

How to access the Beechey Room:
This event is in the Beechey Room which is on the ground floor of York House Centre, London Road, Stony Stratford, Milton Keynes.
To get to the Beechey Room, please use the side door to the right of the Main Hall, once in the building, please turn left and the Beechey Room is on your right.
For wheelchair access only, please use the Main Door into the Main Hall and go through the Hall into the stairwell and the Beechey Room is to your right.

How to find us and parking:
We have car parking in front of the building (with two disabled spaces), or across the road in the Hawkins Close Car Park.
To get to York House from Galley Hill, Fairfields or Whitehouse, you can catch the Number 6 or X6 bus.

For more information about York House Centre please go to our website: http://york-house.org.uk/