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Anthony Muraro from Purbeck IFA specialises in later life planning and will share his professional Expertise.
Managing money in later life often comes with questions around “what can I afford to do now without creating problems later”; be this drawing down from pensions; funding the “Bank of Mum and Dad”; helping a
loved one with care costs; or making significant gifts, possibly as part of an estate planning wealth transfer strategy.
Anthony Muraro is an Independent Financial Adviser and later Life Planning Specialist, at Purbeck IFA.
He will be speaking with us about ways we can plan with what we have set aside for later life using cashflow
modelling and ways to get a deeper understanding of what may be possible, without taking more risk than we may be comfortable with, so come and join us to learn more about this interesting topic.
Anthony has a relaxed style as a speaker and will be joining us for the meal so we will have the opportunity to quiz him further. Who knows there might even be a fun finance quiz too.
This will be a very engaging talk. Who doesn't want to manage their money and savings better. Please take advantage of this free financial advice.
To book please PM directly for Bacs information or click on the link below for further information about the club and how to book via PayPal.
https://www.livelaughloveladies.club/carolinehearne/venue/the-garden-gate-tea-room
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Event Venue
Garden Gate Tea Room, 6 North Street, Wareham, BH20 4AE, United Kingdom
Tickets
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