Wednesday 05 February 2025 12:00 PM - 1:00 PM
WEBINAR
All event fees are listed net of VAT.
Join us for the first online session of the ‘harnessing your financial power’ series, presented by Laura Salter at Mazars LLP, where we will cover how to grow and protect your wealth. A personal financial plan can help make your financial dreams a reality. By defining your goals and setting clear objectives a financial plan will give you confidence that you are on track and, if the unexpected were to happen, you are prepared.
This event is hosted by Independent Women - a national IFA specialising in wealth management for women. Independent Women look at money through a female lens, in unique and creative ways, to provide an extraordinary financial planning, tax and investment experience.
Laura Salter: Laura is a Director and Chartered Financial Planner at Mazars LLP, responsible for leading the Birmingham Financial Planning team and for a wide range of Midlands-based clients. Laura specialises in building bespoke and holistic financial plans to help individuals achieve their short-term and long-term personal and financial objectives.
She has extensive experience in advising owner-managers and senior executives in businesses where personal financial planning, business planning, succession planning and inter-generational issues are interlinked. Her expertise includes retirement planning, tax mitigation and Inheritance Tax, investment planning and financial protection planning. She is well versed in the utilisation of cashflow modelling software to help clients to visualise different planning outcomes over time.
Other sessions in the series will be open for booking soon and include:
Session2: Understanding Your Blind Spots
Session 3: Financial Planning in the New Tax Year
Session 4: Planning Your Dream Retirement
Session 5: Protecting Your Legacy
The booking deadline for this event has now passed.
Please contact booking@womeninproperty.org.uk with any enquiries
Event Contact: Events Team
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