PLAN FOR 2021 MASTERCLASS
Would you like some extra peace of mind?
Learn how you can improve your overall financial well-being by planning for your now and tomorrow.
Masterclass Part One
Masterclass Part Two
Watch On-Demand Recording
Time 1hr 40 min
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Class Description: 2020 was a very challenging and eventful year for everyone. The Covid-19 pandemic has impacted many peoples’ lives financially, mentally, and physically.
Learning the basics of Financial Well-being and planning for both now and the future can provide peace of mind especially within uncertain times.
Watch the exclusive on-demand recording of Part One of our online ‘Financial Well-being & Planning’ masterclass. Explore some of the basics of Financial Well-being and key areas to consider when planning for your future.
This Masterclass Includes:
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Welcome to the Plan For 2021 Masterclass.
Created and taught by the City Wharf Private Wealth founders.
The founders created this masterclass, as they believe that learning the basic fundamentals of planning, and financial well-being plays an integral part in our everyday lives.
This masterclass, therefore, has been created in order to help you learn the power of financial well-being, and some of the key aspects to consider when planning for, and steering through 2021.
Anyone who is interested in planning and improving their overall financial well-being.
The topics covered within the masterclass will include everything from Personal Financial Management, Saving, Responsible Investment Planning, to Pension Planning, and Estate & Legacy Planning.
By the end of this masterclass, the CWPW Founders hope that you will feel reassured and empowered to learn some of the key areas to consider when planning for now and your future.
Financial Well-being and Planning plays an integral part in our everyday lives; therefore everyone should have the basic knowledge to be able to improve their overall financial well-being through planning.
A full service modern boutique wealth management firm. Providing face-to-face advice combined with technology.
City Wharf Private Wealth is a trading name of City Wharf Private Wealth Ltd. City Wharf Private Wealth is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.’ City Wharf Private Wealth Limited is registered in England and Wales, Number 12529461. Registered Office York House, 23 Kingsway, London, England, WC2B 6UJ.
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