Venue
Virtual Event

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

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.

Speakers

2021 Speakers

CHAIR:

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

SPEAKERS:

Barclay Hoar
Chairman, Chartered Wealth Solutions

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