Chadwicks Masterclass – Enjoy Your Money

Priscilla Bacon 500 Club member Chadwicks are hosting a series of Money Masterclasses this Autumn. These are free to attend, but they ask that if you find them useful, you make a donation to our charity.

Starting with investment fundamentals, the series builds steadily to move from theory to practice, to help you to get the most from your money. The sessions are as follows:

19th September – Know your money

24th October – Grow your money

28th November – Enjoy your money

Each Masterclass will last around two hours with questions. Coffee, tea and ‘exceptionally fine cake’ will be served.

‘Enjoy Your Money’ agenda:

Financial Planning – a recap of the previous session

Your Next Act – preparing for change and developing a transition mindset.

Comfort Break

Decumulation Risks – understanding the different risks that apply once you start taking an income from your investments and how to mitigate them.

Income Strategies – exploring different strategies and looking at the pros and cons of each.

Questions and Close

This is an in-person session, so places are limited. Book yours below!

book your place