Managing your finances is vital to ensuring a sustainable self-employed career. On the evening of 19 November, join IPSE and expert speakers for an in-person event designed to equip self-employed professionals with essential financial management and planning tools.
The evening will kick off with a welcome and refreshments, followed by expert-led sessions on personal and business finance basics, tax strategies and retirement planning. Attendees can then have a 1-2-1 with financial advisors and accountants to answer specific questions they have about their finances, and also the chance to network with other self-employed professionals over light refreshments.
5.30 – 5.45pm: Registration and welcome tea/coffee
5.45pm – 6.45pm: Session 1
Join Rhian Lawson, Chartered Financial Planner at Chase de Vere. Over the course of 60-minutes, Rhian will dive into the essential elements of a robust financial plan designed specifically for the self-employed. Whether you’re just starting out or looking to refine your strategies, this in-person event will provide you with actionable insights to secure your financial future.
Key topics covered:
Important disclaimers: Investments can go down as well as up, and you may get back less than you originally invested. Tax planning is not regulated by the Financial Conduct Authority (FCA).
6.30 – 6.50pm: Break & networking
6.50 – 7.50pm: Session 2
7.50pm – 9.00pm: Networking, refreshments and dedicated 1-2-1 sessions (more details available soon).
Don’t miss this opportunity to give your financial plan a thorough check-up with expert guidance. Secure your spot today! Please register via Eventbrite to join this event.
This event is in person only. The sessions will not be recorded or available online.
IPSE members: £35 +Vat
Non-members: £49 +Vat
Attendees will get access to all live sessions, 1-2-1’s and refreshments.
Rhian Lawson, Independent Financial Adviser
Rhian has been with Chase de Vere for over 11 years and has spent more than 7 of those years advising clients. As a Chartered Financial Planner, she specialises in retirement planning, helping clients transition smoothly into retirement with tailored income strategies. Rhian has also been shortlisted for the Young Retirement Planner of the Year Award. Alongside this, Rhian also has a focus on providing specialist protection advice to business owners. Outside of work, she enjoys travelling, dog walks, theatre, and keeping up with her energetic toddler.
