Events

We host a variety of events and gatherings throughout the year. 

They include informal get-togethers, as well as more formal training events for those interested in specialist areas. Our events are open to clients and their contacts. Some events are also open to public. And throughout the country, we also sponsor and support local events. 

Here’s what we’ve got coming up.

Planning for later life care

12 June 2024 - 12:00 to 12 June 2024 - 13:00

Whether you’re planning to care for loved ones or want to plan financially for your own later years, then this online session is for you. We’ll take you through the financial issues to be aware of in later life, the types of care available, funding options, considerations like estate planning as well as provide guidance on the wider support available to you.

Later life care is an area of financial planning that you don’t have to face alone, so register for our online event today.

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Talking to the next generation about money

13 June 2024 - 11:00 to 13 June 2024 - 12:00

Join us for an insightful webinar to discuss how a family board meeting can be used to talk to the next generation about money.

During the webinar, discover why it’s worth taking some time at family get-togethers to talk about how you intend to use and pass on your wealth so that you can begin to organise your assets before it’s too late.

With the help of our financial experts, you’ll learn how to organise a family board meeting to talk about the main issues and give everyone a chance to voice their opinion.

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Women and Money: The path to financial health and wellbeing

20 June 2024 - 18:30 to 20 June 2024 - 20:30

Platform 1 | Shawford Railway Station
Winchester | SO21 2AA

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INVESTMENT INSIGHTS WEBINAR

2 July 2024 - 12:00 to 2 July 2024 - 12:30

Join Edward Smith, co-chief investment officer and other experts from across Rathbones as they discuss key themes that are shaping the investment landscape in 2024.

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FINANCIAL AWARENESS COURSES