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- Wealth management and Financial planning seminar with Close Brothers - members only event
Wealth management and Financial planning seminar with Close Brothers - members only event
- Seminar
- 5:00PM - 6:30PM, 17 May 2018
- Close Brothers Asset Management Office, Boardroom, 8 Nelson Mandela Place, Glasgow, G2 1BT
This event is designed for members who are looking to make the most of their existing pensions, savings and investment portfolios.
What it covers
- Making good pension decisions
- Pension choices and considerations
- DC/DB transfers, consolidation
- Investment principles
- Asset types
- Importance of investment priorities
- Diversification
- Global outlook
- Security and risk
- Tax efficiency
- Protection
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