This month's ABC Business Network meeting will take place online via Zoom AND in person at: Banbridge Enterprise Centre, Scarva Road Industrial Estate, Scarva Road, Banbridge, Co. Down, BT32 3QD.
Agenda:
Guest Speaker: Craig Dean, Chartered Financial Planner "Find the right balance – plan your healthy tax year end"
At this time of year, many of us are reeling from the recent tax return, still trying to figure out the numbers and balancing the books. This month's visiting speaker brings us insight into finding the right balance and planning a healthy tax year end (in just 7 weeks time).
Craig is a chartered financial planner with over 15 years Financial Services experience in areas including investment and retirement planning, portfolio management, Inheritance Tax planning / mitigation strategies and life and critical illness insurance planning. He is a holistic financial planner with a firm emphasis on wealth management - making sure that the money that his clients work hard for also works hard for them.
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For further information on this meeting or the group, contact Turan Mirza, Chair of ABC Business Network
Email: chair@abcbusinessnetwork.org
Tel: 07753 23 41 77