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TRAINING & EVENTS

SUPPORTING SURREY WEBINAR: Freedom Financial Planning

5th September 2024
12:30 - 13:30
Free of Charge(members), £35 plus VAT(non members)

The Surrey Law Society and Evelyn Partners are excited to offer a free 3-part webinar series designed to empower you on your financial journey. This programme is exclusively for Surrey Law Society members and subscribers to the Surrey Junior Lawyers Division mailing list.

 

The third webinar in the series will examine Freedom Financial Planning and will be presented by Alina Burlacu.

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As you plan for later life, mindful financial planning becomes paramount to ensure you can enjoy the lifestyle you want. Today and someday.

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It will cover topics such as Defining Financial Freedom in later-life, Setting Retirement Goals, Optimising Pension Contributions, Balancing Investment Risk & Return and Creating a Sustainable Income Stream

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Why Attend?

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  • Secure Your Financial Future: Define what financial freedom means to YOU in later-life. Set realistic and achievable retirement goals.
  • Optimise Your Retirement Savings: Discover strategies for maximising your pension contributions and optimising your savings to ensure you have the financial resources needed to support your desired lifestyle. Today and Someday.
  • Navigate Investment Decisions: Balancing time, risk and return becomes increasingly important as you approach retirement. Learn how to evaluate investment options, minimise risk exposure, and create a diversified portfolio that aligns with your goals.
  • Create a Sustainable Retirement Income: Discover strategies to create a reliable income stream that will support you throughout your retirement years. From annuities to systematic withdrawals, discover the various options available and how to choose the right approach for your needs.

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Join us to gain invaluable insights and practical guidance for navigating the complexities of later-life financial planning.

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About Alina Burlacu

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Alina is your go-to money mentor with over 20 years of experience in the financial industry.

 

Awarded the prestigious 2023/2024 Financial Education Champion by the Personal Finance Society, she’s a leading voice in promoting financial wellness and making money management approachable.

 

Alina goes beyond the numbers. She understands the psychology of money.  She empowers you to set and pursue your financial goals with confidence and a healthy mindset.

 

When she’s not mentoring her clients, Alina volunteers in schools, educating young minds about all things money and mind.

This session is run in collaboration with SLS Premium Patron