Women in business: Putting it in a plan
Suzanne Jeakins, Financial Planner at Banner Jones Wealth Management, is running a series of women in business masterclasses to help owner-managers of small to medium sized enterprises manage their finances. Find out more.
Suzanne and her team will be offering one-to-one sessions on Wednesday 3 July to help those who have attended a masterclass create a personal financial plan, establishing what date you can be financially independent and could retire.
This is the chance to create your personal financial plan, considering your personal inflation rate, along with the investment return versus investment risk to achieve your goals.
The sessions will run from 9.30am to 10.30am and must be booked in advance. Registration is from 9am.