Future Money Matters
A brand new financial event just for beneficiaries.
DATE: Thursday 10 May 2018 9:15am - 5:00pm
VENUE: Hilton Metropole Hotel, Birmingham, B40 1PP
The Thalidomide Trust is putting on a brand new event for beneficiaries which will be focused on providing a range of information and guidance on a variety of financial based topics, including things like: making a Will; lasting power of attorney; mortgages and lending; personal trusts; savings and investment, retirement planning, personal budgeting and much more!
We have planned a provisional agenda for the event but this is how the day will be shaped:
Morning Session: The morning of the event will be designated to providing you with informative sessions covering a range of financial topics delivered by financial specialists, including:
Savings and investments: Jody Banks (Caple Banks Wealth Management)
Retirement planning: Janet Sobanksa (Centre for Financial Education)
Lasting power of attorney: Jessica Beddows - Lodders Solicitors LLP
Making a will: Sofia Tayton - Lodders Solicitors LLP
VAT exemption: Price Waterhouse Cooper (PWC)
Beneficiaries will have the opportunity to attend up to three of these topics in the morning sessions.
Afternoon Session: In the afternoon, the event will provide you with the opportunity to pre-book a confidential ‘one to one’ meeting with the financial specialists that will be attending on the day. In addition to this staff from the Trust’s finance team will also be available for ‘one to one’ meetings if you would like to discuss anything in relation to your Trust Grants, payments and Advances, or other financial matters.
Running alongside the ‘one to one’ meetings will also be an open afternoon session creating an informal and relaxed environment for you to meet and socialise with fellow beneficiaries and Trust staff that will be attending on the day.