Susan Wilmot-Rowe is an equity release specialist whose background and passion is holistic Financial Wellbeing in 5 areas of life: Career, Social, Financial, Physical and Community.
We all know Financial Wellbeing is important and making and following a budget plan can help you achieve your needs and wants throughout life. Sue will be talking to us about each different area and setting a goal in each: how creating and having a sum of money in an Emergency Fund will give you peace of mind and cover unplanned expenses. which we all know crop up from time to time.
Sue will also discuss the importance of having a retirement plan and give us an overview of equity release. Do you know when you will be able to retire and how much money you will need?
With over 30 years’ experience in the financial services sector Sue has the experience to give you advice and tools to achieve your Financial Wellbeing. Come along to learn what you can do and ask any questions to set you on the right path.
Sue Leadbeater is inviting you to a scheduled Zoom meeting.
Topic: WiRE – The 5 Areas of Financial Wellbeing
Time: Oct 6, 2021 07:00 PM London
Join Zoom Meeting
Meeting ID: 847 5078 6486