Virtual Event

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Event Date Wed Jun 23 EDT (over 1 year ago)
Location Virtual Event
Region All

The first presentation will be delivered by Barclay Hoar, Chairman of Chartered Wealth Solutions. Barclay will be presenting the session: 'Merging your Money to your Life – Financial planning done properly'.

In this session, Barclay will cover the following points:

1) The history and “evolution” of planning from broking to financial planning:
• An introduction to life planning in the context of financial planning
• What does holistic financial planning really means
• financial planning vs financial life planning

2) Components of planning:
• The two sides of planning
• One: Life planning, Scenario planning (financial mathematics), & Investment planning
• Two: Death planning, Estate planning (and the difference between the two)

3) Business considerations:
• A strategy for a financial planning practice
• Separation of services - differences in competencies and who should be doing what for a client
• Client relationships and reviews
• Fees vs Commission

The second speaker and topic for this session will be confirmed soon.


2021 Speakers


Dr. Lien Luu
Lecturer, Coventry University and President of CISI Northern Home Counties Branch


Barclay Hoar
Chairman, Chartered Wealth Solutions

Sonia Ritter, Freelance Lecturer
Theatre Practice, School of Art and Design, Coventy University