Upcoming Events

10:00 – 12:00
Wilmslow
Book your place

Itinerary

Arrival, food and drink – 30 mins

Masterclass – 1 hour

Discussion (optional) – 30 mins

Finish

The Care Conundrum

One day you or a loved one may need care.

We understand this may be a daunting topic to think about but by making a plan, you can ensure the best possible care for yourself or a loved one whenever that may be.

With high-quality care homes costing in excess of £60,000 per year (Source: The Good Care Group) we believe it’s vital to have clarity and confidence in the road ahead.

This masterclass is designed to provoke thought, challenge existing thinking and inspire you to take action now.

What to expect

masterclass thumbnail

Reasons to attend

  • The ideal starting point if you are beginning to consider a care plan for either yourself or a loved one
  • Understand the benefits of creating a long-term care plan early and how this can provide reassurance to your family
  • Learn strategies for asset protection and advanced planning
  • Have an overview of the different care options available so you can create a fund that supports your requirements

Your friendly
expert

Tim Latham

Chartered Financial Planner

Tim works with clients to remove the burden from financial decision-making and build a plan to meet each individual's aspirations.

Equilibrium Head Office

Ascot House,
Epsom Avenue,
Handforth,
Wilmslow
SK9 3DF

Events

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Cyber Security

In this digital age, we’re all connected more than ever, making it even more crucial to ensure our online experiences are safe and secure. Join us for a masterclass and discover the most effective ways to protect yourself online.

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10:00 – 12:00
Wilmslow
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  • Masterclass

The Care Conundrum

Here, we will take you through the different stages of care and share real-life client stories so you can see how this works in practice.

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10:00 – 12:00
Wilmslow
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Right People, Right Money, Right Time

How can your money benefit your loved ones when they need it most? In this compelling masterclass, Financial Planner Ben Rogers will share transformative strategies to create life-changing outcomes for your loved ones, while potentially saving significant amounts of tax in the process.

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  • Masterclass

Lasting Power of Attorney

Part of our Law in Order series, this masterclass will provide you with step-by-step guidance on how to create a power of attorney document yourself.

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10:00 – 12:00
Wilmslow
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Rapid Responsibility

Financial expert, Ben Harrison, will provide a gentle introduction to the world of financial planning and investment by sharing his expertise and insights.

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Equilibrium © Equilibrium Financial Planning.
All rights reserved

Equilibrium is a trading style of Equilibrium Financial Planning LLP (Limited Liability Partnership) and Equilibrium Investment Management LLP. Equilibrium Financial Planning LLP (OC316532) and Equilibrium Investment Management LLP (OC390700) are authorised and regulated by the Financial Conduct Authority and are entered on the financial services register under references 452261 and 776977 respectively. Registered Office: Ascot House, Epsom Avenue, Handforth, Wilmslow SK9 3DF. Both companies are registered in England and Wales.

The information contained in this website should not be looked upon as advice or recommendation, clients should seek appropriate guidance from their financial planner. The value of your investments can fall as well as rise and are not guaranteed. Investors may not get back the amount originally invested. The FCA regulates advice which we provide on investment and insurance business; however it does not regulate advice which we provide purely in respect of taxation matters.