Upcoming Events

Assessing your Situation & Setting Financial Goals

  • Webinar

This webinar, run by Ian Richards FPFS, Founder of Work to Live Financial Planning, will concentrate on the fundamentals of financial planning.  Within the current circumstances, this webinar will be adapted to discuss how do we adapt what we are doing in order to be able to put these in place with all the challenges facing the self-employed.

In this module, we will discuss what you need to do to succeed in your future financial planning and how to develop your future financial plan.  The following topics will be discussed:

  • The importance of financial wellbeing
  • Assessing your current situation and adapting to the current climate
  • Financial planning fundamentals
  • Importance of getting financially organised
  • Understand your money why
  • Setting and prioritising your future goals
  • Financial planning checklist for financial wellbeing