
Sign up to save your podcasts
Or
With over 20 years experience in the financial services sector, Karen is a Certified Financial Planner ™ and Qualified Financial Advisor.
After completing her MSc in Financial Services, she set up her business SurePlan Financial to provide individuals with tailored & personalised advice in all areas of their financial planning.
This session will cover:
- Setting your retirement goals
- Understanding investing and building wealth
- Retirement planning and saving tax
- Protecting yourself against life's curve balls
With over 20 years experience in the financial services sector, Karen is a Certified Financial Planner ™ and Qualified Financial Advisor.
After completing her MSc in Financial Services, she set up her business SurePlan Financial to provide individuals with tailored & personalised advice in all areas of their financial planning.
This session will cover:
- Setting your retirement goals
- Understanding investing and building wealth
- Retirement planning and saving tax
- Protecting yourself against life's curve balls