Events
On-Site Financial Services Seminars
Lunch and Learn Seminars
Russell and Alan are running a series of Lunch and Learn Seminars. These are suitable for Solicitors, Accountants and other businesses with an interest in how financial services may assist them and their clients.
We bring in sandwiches, crisps and cakes so the people attending don’t need to leave their office and can gain some useful information whilst having their lunch. All we need is a suitable room with a screen so we can project our slideshow to the audience. The seminar lasts about an hour.
Seminars Adapted to your Interests
The Lunch and Learn Seminars are adapted to suit the interests of the particular business we are visiting, so for example we have a Sipp expert from Dentons who is happy to come in and talk in depth about owning a commercial property through a pension.
If the business we are visiting does not express any particular area of interest then we will cover the following topics:
- A short introduction to Lazenby’s and what we do.
- What protection an individual should have in place.
- What protection a business should have in place.
- A discussion around the different areas of protection, why they are important and key factors to be aware of when arranging them.
- We challenge the audience on whether anybody has a financial plan, whether they have thought about the future and how to achieve their goals and give some guidance on how to do this.
- We explain in detail why pensions are still the most attractive investment wrapper.
- We discuss the pros and cons of Buy to Lets and whether they are still a viable investment.
- We touch on the different varieties of investment and why there is no need to be scared of investing.
- We discuss which clients of the business we are visiting would benefit from a complimentary telephone conversation or virtual meeting with an independent financial adviser.
- We talk about the tax efficiency of owning a commercial property through a Sipp.
- We end the seminar with our top tax saving tips and tips for building a person’s wealth.
Arrange your Lunch and Learn Seminar
The seminars have been well received by those who have had them. One Solicitor commented how it had been “very useful indeed.”
If you feel your business and staff would benefit from a lunch and learn seminar, we would be pleased to discuss this with you, and if you were too far away geographically for a face to face visit, then a virtual seminar could be arranged ( without the lunch.)
