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Ducks in a Row with FMB and Arnold Greenwood

This is not a tedious investment seminar…we normally run our events for the over 55’s, and we know that we’ve helped them improve their financial health, but in all honesty, we believe that if we could have helped sooner, the benefits could have been even greater. So we’ve decided to take a different approach this time.

We’re aiming this workshop at people in the prime of life, aged between 30 and 45 so we can offer some guidance on what you need to do at this critical time in your financial life to put yourself in the most favourable position for the future.  Some things you can do yourself, other actions require professional help.

What you will learn:

  • The key financial pitfalls for you
  • Some honest truths (sorry, you might not like this bit!)
  • What information you need to collect
  • Some tax tips you might have missed – you probably will like this bit
  • Why you need a will and why you need to do it properly
  • 5 key things to do in the next 5 days

Would you like to get your ducks in a row?

Then be sure to join us for our workshop. We will start with breakfast sandwiches before Roger Jackson, Certified Financial Planner at FMB and Anna Gregg, Solicitor at Arnold Greenwood get on with the 'important stuff'. They will also be available for any questions at the end.

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We are holding another event for those new to financial planning, just starting to think about savings or those just worried that they have not got everything organised with their legal and financial affairs. In other words for those who need to get their ducks in a row...

The day will include some guidance and advice from both a Financial Planner and a Solicitor, giving you some starting points for things you can do yourself as well as pointing out how to get help.

Location

FMB Office
Shenstone House, Helsington, Kendal, Cumbria LA8 8AA

Contact Details