Financial Wellbeing Webinars for Sunbelt Rentals

We are once again hosting Financial Wellbeing webinars for all Sunbelt Rentals employees.

If you haven’t already attended, please find details below on how to register for one of these online webinars that focus on how to manage your finances and guiding you through the various decisions you may want to consider to maximise your finances now and in the future.

 

Which Webinar Is Right For You?

Changing Circumstances
Date: Wednesday 12th October
Time: 12.00pm – 1.00pm

This online webinar focuses on those who are interested in budgeting and saving for the future, whether you’re an individual looking to get on the property ladder or you already own a home and have a young family. Ideal for those in the early-mid stages of their careers who are wanting to ensure they are on track with their saving and investment goals and making the most of their employee benefits.

Topics covered include:

  • Monthly budgeting and saving for short and medium term goals
  • How to get on the housing ladder and mortgage options
  • Discussing the fundamentals of investing and understanding risk
  • How to best save for retirement and why starting now matters
  • Protecting you and your family in the right way
  • Considering the costs of raising children and funding their education

Book your place here

 

Newfound Flexibilities
Date: Thursday 13th October
Time: 12.00pm – 1.00pm

For those more established in their careers and lives, when children are older and may be moving away and parents are getting older. Your thoughts may be turning to intergenerational planning, redirecting monies as mortgages are reduced, and ensuring your accumulated wealth is protected. You may have a number of pensions that need consolidating or reviewing.

Topics covered include:

  • Understanding how much you need to retire and how you can best fund it
  • Making the most of available allowances when saving for retirement
  • How best to save for younger generations or help them get on the property market
  • Supporting older generations in the family with long term care needs
  • Protecting you and your family in the right way

Book your place here

 

Renewed Opportunities
Date: Friday 14th October
Time: 12.00pm – 1.00pm

For individuals considering retirement in the next few years. You may need help understanding your options and how to implement your plan; including retirement goals and considerations, accessing retirement savings, understanding the risks, effective tax planning and how to ensure you don’t run out of savings during your lifetime.

Topics covered include:

  • What are your goals for retirement and what do you want to experience during it
  • Understanding the cost of retirement and how much you need to save
  • Ways you can save for retirement and available allowances to you
  • Options for getting money out of your pension and other investments
  • Protecting you and your family in the right way; what should you have in place
  • Considering the costs of raising children and funding their education

Book your place here 

 

Can’t Make Any Of The Dates Above?

If you can’t make the date and times above then we can arrange a personal 121 online meeting for 30 minutes instead, email Hannah at Capstone Financial to book a time and date.