Closing The Investment Gap: The Finance Event You Won’t Want To Miss
Closing The Investment Gap: The Finance Event You Won’t Want To Miss

Closing The Investment Gap: The Finance Event You Won’t Want To Miss

Recent industry research showed that nearly a third of women may not have a sufficient understanding of wealth management compared to only 10% of men* – and in general, women are less confident talking about and planning for their financial future. That’s why you won’t want to miss this upcoming webinar. Designed to give you all the information you need to set you on a better financial path, here’s why this RBC Brewin Dolphin webinar is worth attending…

Created in partnership with RBC Brewin Dolphin

Why Financial Confidence Is More Important Than Ever

Now, more than ever, women are taking charge of their finances. But there is still a long way to go to level the playing field. Financial literacy and confidence are key to breaking that glass ceiling, and enjoying the freedom that it brings. Female-focused financial education can help women to make informed decisions about building future security and making the most out of their money. So whether you’re an entrepreneur, have inherited assets or find yourself with disposable income, learning how to effectively manage and invest your finances can be pivotal to a more secure future.

The Event Explained

In this 30-minute webinar, taking place on Tuesday 4th June, wealth management experts Carla Morris and Annabel Bosman will unpack the reasons for apprehension around investing and look at the practical steps we can take to feel more confident about our financial futures. Register your attendance here.

They’ll be covering a range of topics, including:

•    The road to freedom – why invest and plan?
The experts will talk you through the benefits of investing, and how to plan to maximise your earnings. 
•    Starting on the journey – saving vs investing
Learn the key differences between saving and investing, and how to kickstart your journey. 
•    What’s stopping you? Barriers to investing
Societal or personal, there are plenty of barriers in the way of helping you build your financial future. Understand how to navigate these obstacles and develop a personal strategy. 
•    Choosing your map – making financial decisions
Finance is not one-size-fits-all – you should tailor your financial plan to suit your own needs and goals. 
•    Asking for help – who to turn to and what to ask
There is lots of advice out there, but it can be hard to determine who to trust, and even what questions to ask. The experts will signpost how to engage with a wealth professional.
•    Does it work? Our experience of how it can help

Hear about real world success stories.

The Experts

Annabel Bosman

Annabel is Regional Centre Head for London and the southeast, having previously been Head of Relationship Management for RBC Wealth Management in the UK and the Channel Islands. With over 20 years of experience in the industry, Annabel is part of the leadership team and is focused on providing wealth management services to a broad range of clients.

Carla Morris

Carla has been helping clients meet their financial goals for over 20 years. As a Chartered Financial Planner, she specialises in pensions and retirement planning, tax-efficient investing and inheritance tax planning. Carla is often quoted in the national media on pensions and financial planning topics.

The value of investments can fall and you may get back less than you invested.

How To Sign Up

The online, 30-minute webinar will take place on Tuesday 4th June 2024. Register your attendance here.

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*Source: Kantar – RBC Wealth Management UK brand tracking survey, October 2023. Sample: 600 UK-based HNW individuals.

RBC Brewin Dolphin is authorised and regulated by the Financial Conduct Authority and regulated in Jersey by the Financial Services Commission.


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