Financial Planning for the Future

Featuring Guest Speaker Sinead Meenan, Wealth Planning Director, Chartered Financial Planner of Benchmark Financial Planning

Date: Thursday 18 April 2024
Time: 10:00 am to 12:00 noon
Location: Kumon Foyle Learning Centre, 23 Glendermott Road, Office B, 1st Floor, (above Waterside Library), Derry/Londonderry BT47 6BG, Tel 07886 337431
Event Fee: £10.00 (+ small Eventbrite fee)
Registration: Via Eventbrite (Must register by Wednesday 17 April 3pm)

Wealth Planning Director/Chartered Financial Planner

Would you like to reduce tax and make your money work as hard as you do to help secure your financial future?

Join us on Thursday 18th April for a session led by Sinead Meenan, FPFS, who will highlight the rise in business owners /self-employed individuals and discuss some of the implications in terms of the need for financial planning and what you need to do to be more tax efficient.

We will look at the need for a personal financial plan as well as a business plan.

Aim of workshop

• Be able to compare the various options a business owner has to take profits from a business, including investment options.
• To help business owners and self-employed understand the benefits of pensions.
• Investment options that can reduce tax.
• Understand how protection should be a key consideration for you prior to retirement.
• Benefits of having a personal plan as well as a business plan.

This is an important session not to be missed. And as always, there will time for networking before and after, as well as refreshments. Hope you join us!

About Sinead Meenan:
Sinead is a Wealth Planning Director for the Benchmark Financial Planning Derry and Chester offices and joined the firm in 2022 following the acquisition of Waterhouse Financial Planning. Sinead is a Chartered Financial Planner and a fellow of the Personal Finance Society, and has over 25 years’ experience in the financial sector. Sinead works closely with professionals, in particular accountants and solicitors in advising and developing financial plans for individual and corporate clients. When she’s not in the office, Sinead enjoys spending time with family and friends. Sinead is also a keen advocate for women in financial planning and is an Education Champion of the PFS.