CPD workshops on 20 June and 25 June 2019

by Marketing | 03/06/2019 | Latest News

Foresight Group and our parent company, Embark Group, have teamed up to offer CPD Workshops in the West Midlands area. Read on for the full details and registration links. We do hope that you can join us!

Infrastructure Investing: Opportunities that exist for IHT planning with clients // Foresight Group

Using case studies, we will look at how Business Relief can reduce client's IHT liabilities. We will also look at why Infrastructure as an asset class can be used to diversify portfolios in uncertain times.

Retirement Planning: Learn how DB SSAS can work for you // Rowanmoor, Embark Group

We will highlight how you can quickly catch-up on lost years of pension funding using the defined benefit funding principles and show how a DB SSAS can also be used to enable intergenerational passing of assets and estate planning strategies which will optimise fund value and IHT efficiency.

We have a choice of four venues for our events. Use the links below to register or please send an email to James Cannon and advise of the event you would like to attend.

Thursday 20th June // Shirley Golf Club // 8.45am

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Thursday 20th June // Hagley Golf Club // 1.30pm

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Tuesday 25th June // Myton and Mermaid Hotel, near Shrewsbury // 8.45am

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Tuesday 25th June // Aston Wood Golf Club, Sutton Coldfield // 1.30pm

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For more information, please contact James Cannon via email.

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