Five Wealth – Next Gen Seminar

On the 23rd December we were proud to host our first Five Wealth Next Generation Seminar.  The objective of the seminar was to introduce some of the key areas of finance to our clients’ children in order to prepare them for future financial decision making and long-term financial success. The seminar was prepared and presented by five of our Financial Planning Managers and covered areas such as Budgeting, Saving, Debt, Inflation and Investing. The attendees also had the option of choosing between three breakout sessions depending on their age and circumstances, these covered: University, Early Careers and First Time House Buyers.

Despite the late December date, the event was well attended and received lots of positive feedback from attendees. We are very happy with how the event ran and look forward to hosting it again in Summer this year.

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January 7, 2020 Post by Tom Mitchell
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