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Creating, Growing & Protecting your Wealth – 26th February

We would like to invite you to our free Workshop.  Our guest speaker, David Craven of Craven Slater will explore a range of issues, including:

  • Should you keep cash in the business, if so what kind of account or take it out and invest in property – or other ventures? 
  • Do you know how much you need to retire?
  • Should you have a pension, and if so, in what form should it take?
  • How do you retain wealth in your family?
  • What does multi–generational wealth management look like?
  • How do you protect your wealth from the taxman?

The Workshop will take place on Wednesday 26th February 4pm – 6pm at Laithwaites, South Street, Alderley Edge.  From 4pm we will offer you a coffee, tea or a glass of wine; the Workshop will start at 4.30pm, finishing at 5.30pm when we hope you will stay for a further glass of wine and a spot of tapas.

We hope you can attend, and please feel free to bring along others. To book your tickets please click here.

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