Busy Autumn Seminar Schedule for Equilibrium Asset Management

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Wealth Management company Equilibrium are pleased to announce their upcoming seminar schedule for the autumn period.

Equilibrium Asset Management

“I thought the presentation was excellent, full of very simple and useful advice which really related to my own personal circumstances”

The Wilmslow based company are holding a series of seminars designed to discuss a variety of financial topics in their industry, including investment, financial planning and tax planning.

Held on various dates and in locations in both Macclesfield and Knutsford, there are three seminars. The first being ‘Managing Risk & Meeting Expectations’. This seminar helps attendees understand their financial choices and promotes confidence in the investment decisions they make throughout their lifetime. The second seminar is ‘Live Well and Leave a Legacy’. Fastly paced, this series of seminars covers a wide variety of financial topics, and efficiently highlights the benefits of each strategy whilst leaving the attendee free to explore them in greater detail at a later date if required. The third seminar is ‘Protecting your Assets’, a seminar which focuses on the numerous aspects of estate planning including wills, trusts, powers of attorney, inheritance tax and care planning. Advice and guidance is also given to help educate attendees on the process of investing, and how it can ensure their beneficiaries get the assets they are entitled to.

All the seminars are designed to be informative and educational and are suitable for both existing clients and prospective new clients looking to find out more about Equilibrium and the services they offer.

Previous seminars have commanded strong and positive feedback with a recent attendee commenting “I thought the presentation was excellent, full of very simple and useful advice which really related to my own personal circumstances”.

With this busy schedule of upcoming seminars, Equilibrium are looking to build upon previous positive feedback and take their successful series of seminars from strength to strength.

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Debbie Jukes
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