Dealing with Life Events – Financially & Mentally

Videos in This Module:

Part 1: Dealing with Life Events – Financially 
Presenter: Sean Bruen, Financial Advisor, Kith and Kin Financial Wellbeing

• Overview of Kith and Kin Financial Wellbeing as a social enterprise offering fee-free advice.
• Planning financially for events such as : Death or Illness, putting the right policies in place.
• Planning for retirement, pensions, savings and buying or moving home for the first time.
• Practical money advice for becoming a parent, or going through a divorce or separation.

Part 2:  Managing the Legal process of Divorce or Separation
Presenter: Karen Connolly , Partner with Hanna & Co Solicitors

• Insights into the different legal options for Divorce.
• Understanding your rights if married or not married and going through a separation.
• Legal advice to understand which assets are yours and how children are included.
• Practical Legal advice and knowing your rights in law.

Part 3:  Wills, Trusts and Power of Attorney
Presenter: Chloe Emerson , Solicitor with Hanna & Co Solicitors

• What happens if you die without a Will.
• Understanding the difference between a Will and Power of Attorney.
• Legal advice to understand why you need to set up a Trust.
• Practical Legal advice on why you need a Will, Power of Attorney and a Trust.

Learning Outcomes:

• Understand key financial strategies to prepare for Life Events Financially
• Learning about your Legal rights if going through a Divorce or Separation.
• Plan proactively for Retirement, Buying a Home, Becoming a Parent.
• Understanding why you need a Will, Power or Attorney or to set up a Trust.

Module Highlights:

• Expert guidance from Sean Bruen, Karen Connolly & Chloe Emerson.
• Comprehensive coverage of financial and legal issues.
• Tools, resources, and action plans for a well-rounded Financial Plan.