Webinar: How to protect your investments for your family and those you love.
Time: 10:30am – 11:15am
Date: Wednesday 14 July 2021
In this webinar, GWA Partner John Coats will be taking a look under the bonnet of the investment process – explaining how we research and make decisions, measure performance and select and monitor investment funds on an ongoing basis. You can also meet other members of our investment team who will explain how they work behind the scenes to help you achieve your financial goals.
Following our last webinar when Joe O’Brien provided advice on Business Protection, Joe will be taking a look at Personal Protection. Joe will outline the options available, depending on your individual needs and aspirations.
Finally, Andrew Alexander will be back with a round up on the financial markets.
Topics in this webinar include:
- how we construct and maintain client portfolios
- personal protection – how it can provide peace of mind and the different types of policies available
- a financial market update including the effects on the technology and clean energy sectors
As always, we are always keen to understand any concerns that really matter to you. If you do have questions, please send these to us in advance, so we can address them during the presentations or in the wrap-up Q&A. There is space on the registration form to add any questions you wish to ask.
Click here to register for the webinar.
If some some reason you are unable to attend the live session, we will provide a recording for all those who register.
Please note, this webinar is solely to provide information and is not intended to provide advice or enticement to invest.
