Ticket Limitations: Members may attend as many Zoom Webinars as they wish.

Age: 18+

Format: Seminar style, attendees' mics, and cameras will be turned off. You will be able to submit questions during the session, however just to manage expectations we won't be able to answer them all. Questions must be generic, we cannot give advice about personal circumstances.

The session will cover:

What is financial advice - A holistic overview of what to take into consideration and why it's important.
When to get advice
Overview of saving, investment, tax efficiency, cashflow analysis and protection.
An introduction to pensions
An overview of how an ISA works
An overview of investing and different asset classes

The 60-minute webinar will explain why it's important not to miss out on financial opportunities and to plan your financial future with a professional who can work with you to create solutions that benefit you for the long term.

Understanding and planning your financial future is key to helping you on the right path to achieve the goals you have for yourself and your family.

About the Facilitator:

Karin Schulte will be hosting the session, Karin is a Director at Manow Wealth Partners Limited and has a background in investment planning, extensive international experience and a passion for clients to understand and be in control of their financial futures.

Manow Wealth Partners Limited provides bespoke financial planning, helping clients to gain peace of mind, confidence and understanding of financial goals.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

Manow Wealth Partners Ltd, together with St. James’s Place Wealth Management plc, are the data controllers of any personal data you provide and any further information which you subsequently provide to us. For further information on our uses of your personal data, please see the Partner’s privacy policy which can be accessed on their website and St. James’s Place Wealth Management plc’s privacy policy which can be accessed at www.sjp.co.uk/privacy

Manow Wealth Partners Ltd 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 www.sjp.co.uk/products.

SJP Approved 8/8/2024

Before booking:

You will need to enter your link to your Spotlight Profile and your Spotlight registered email address to book this session. You can find your link by clicking on 'Link to my profile' from the menu within your account.

The Zoom Webinar:

Those who book a ticket will be able to access the link under the location section of the event page on the day of the workshop or by going to your ticket in My Account. If you have any issues on the day please email performer.success@spotlight.com

During these sessions, your camera and mic will be muted automatically.

If you have any accessibility requirements please email performer.success@spotlight.com

Registrations are closed

What is Financial Advice? - The Key Points to Know About Finances