PLANNING FOR FINANCIAL SECURITY WEBINAR
Given the current financial climate, the importance of financial wellbeing has never been more important. With this in mind, as part of our broader wellbeing agenda and to support the Financial Wellbeing of Women in Transport members during these challenging times, we are pleased to invite you to attend a financial wellbeing webinar led by financial wellbeing specialists Morrinson Wealth Wellbeing.
Topics covered will be:
Money management – Budgeting & saving
Contingency planning & financial first aid
Managing investments
Retirement planning
Protection insurance for you and your family
Ian Price, Senior Consultant at Morrinson Wealth Wellbeing
The session will be led by Ian Price, a Senior Consultant at Morrinson Wealth Wellbeing. Ian has an extensive background within the financial services industry. With over 40 years’ experience working in pensions (15+ of which have been in private wealth management), he is adept at supporting people to effectively engage with and manage their finances. With his wealth of knowledge, Ian regularly provides content for industry press on pension issues and presents widely throughout the UK to various demographics. Ian is a strong advocate for developing a positive culture around financial wellbeing and driving impactful change through educating the UK workforce.
Online Survey
Prior to the session, we ask that you complete a short online survey to reviewing your existing financial understanding, needs and knowledge – Please note: the survey will take no more than 5 minutes to complete, it is 100% anonymous and any information provided will be used for data collection purposes only by MWW.
Log-on to slido.com and enter the event code #MWWWIT to answer the pre-webinar survey today.
1:1 Consultations Available
In addition to the webinar, 45 minute 1:1 virtual consultations with a qualified financial advisor will be provided on 26th & 27th September - These confidential consultations are non-committal, provided as part of the webinar and will provide bespoke guidance based on an individual’s financial circumstances, goals and objectives.
Should you wish to book a 1:1 consultation today, please use the link below as spaces are limited:
This event is only open to Women in Transport members .
If you are not a member of Women in Transport and would like to join or find out more, click here.