Financial Zen: How to Achieve Financial Wellbeing

When we talk about wellbeing, the first things that spring to mind are mental and physical health, but we often glaze over financial wellbeing.

Now more than ever, people are lying awake at night unable to sleep because they’re worried about their finances.

“How can I pay my bills? How can I pay staff wages? Can I afford to keep my business open? Will we be able to keep a roof over our head? Can I keep providing for my family?”

With so many questions, they can often spiral out of control and the knock-on effects this on our emotional and mental health is staggering.

Following the many challenges brought about by the COVID-19 pandemic, it’s incredibly important to understand and improve the health of your finances to provide sustainability and security for yourself, your business and your family.

Join Finest for their first event of 2021, focusing entirely on Financial Wellbeing, giving you the support you need to get your finances in order so you can sleep easy at night.

Key topics include:

– Mortgages

– Selling Businesses

– Setting up a New Business

– General Business Advice

– Small Business Challenges

– Pensions

Using the power of technology to simulate a rotating, round-table discussion, attendees will be split into ‘tables’ with our expert guest speakers rotating throughout the event.

Following the breakout discussions, there will also be the opportunity to put your questions to the experts to get personalised advice.

The Agenda includes:

08:15 – Meeting opened for informal networking
08:30 – Welcome from Finest, expert introductions
08:40 – Round-table discussions
09:30 – Plenary Q&A Session
09:40 – Close, Open networking
10.00 – Event Ends

Expert Speakers :

Chris Beeston – Geens Ltd – Tax Director

Kate Barnard – Richard Jacobs Pension & Trustee Services – Director

Mark Savill – My Simple Mortgage Ltd – Director

Neil Clappison & Alastair Dunning – Hanley Economic Building Society – Professional Financial Advisers