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2025 Financial Seminar Series
2. Investments & Savings

Helping you to plan your future, today

Investment strategies and what to do with your savings

Carden Park Golf Club
Broxton Road
Cheshire
CH3 9DQ

Address:

Thursday 13th February 2025
5pm-6pm

Refreshments will be provided.

Details:

Seminar 2 - Investments & Savings

In session two, we will be discussing different investment strategies including different approaches to savings and cash holdings.

 

We will be looking at the often overly complex world of investments, and discussing briefly things like funds, portfolios and crypto.

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Tied to this are the big questions around holding cash and where to put savings.

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Again, as part of the session we will look to run through some real life examples of strategies used for families in different situations, and explain some of the advantages and disadvantages of them.

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We will, as always, aim for it to be informal as well as informative, and with plenty of opportunity to ask questions and speak with us if you should wish to do so.

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