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Course Detail

PD213 (staff only) - Mid-Career Financial Planning

This workshop will be presented by workplace financial trainer Keith Marcroft from the external company Planned Future. Its aim is to cover a wide range of issues relevant to planning your financial affairs now and in the future. It includes independent advice on personal budgeting, reducing your outgoings, mortgages, taxation, making a will and pension planning.

Please give thought to questions you may have as there will be time set aside for this.

Teaching will wrap up 5-10 minutes before the end of this course.

Please note this course is for QMUL and Barts Health staff members only. We are unfortunately unable to accept student bookings on this session and may cancel bookings not showing as staff roles.

Objectives

By the end of this course, participants should be able to:

  • Learn how to Managed your finances
  • Understand how to protect your family financially
  • Consider the options for saving and investment
  • Learn how to top up your pension
  • Identify personal and financial actions

Provided by: Professional Development

Details

Date: Wednesday 16 October 2019

Venue: Scape 0.15, ME, Scape, Mile End

Time: 09:30 - 12:00


Tutor

  • Ms P Futures