Financial wellbeing: Starting out with your money!
When:
Time:
Interactive CPD points: 0
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This lunchtime webinar will help you:
- Understand how money works, from starting out in your first job, whether as an employee or self employed
- Understand how you are paid and taxed under these employment types
We will look at a variety of options to help you understand and plan your money for the now and your future. You will then be given the opportunity to ask any questions you may have about financial planning.
CPD
Please note that this session is not CPD-accredited.
Technical requirements
- The meeting will take place using Zoom
- We recommend that you use a computer or tablet device to participate in this meeting
1.00PM - 1.45PM
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Financial wellbeing: Starting out with your money!
Daniel James
Daniel is a qualified financial planner at Lloyd & Whyte, with over 25 years’ experience in the profession. He specialises in the provision of holistic planning to healthcare professionals and believes that understanding people is the key to helping clients achieve success. Daniel often advises on the more complex aspects of personal financial planning, particularly ‘pre’ and ‘post’ retirement advice, working closely with clients to fulfil their aspirations.