Events & Workshops
There’s always something happening at Joslin Rhodes
Join us and our local financial planning experts at one of our free workshops and help us find your happy.
Whether you want to find out more about your pension and retirement options, including how to leave a lasting legacy and minimise tax, or you’re interested in a career with Joslin Rhodes, reserve your place today.
But hurry, space is limited.
Here’s what’s hot on our agenda now
Pension & Retirement Planning Workshop
Register Your Interest For Events
In this workshop, you’ll learn the ins and outs of different types of pensions, drawing your tax-free lump sum, and more. We’ll also share our specialist insights on how you can really make your money work for you. Plus, our team will be on hand to answer your questions. This is one event, not to be missed.
Estate Planning Workshop
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Worried about how you’re going to leave a legacy for your loved ones or for ways to manage any potential care costs, then this is the event for you. We’ll cover everything from Wills, Lasting Power of Attorney, Inheritance Tax, and Care Fees Planning. You’ll see how to ensure your money, property and possessions, go to the people you want.
Careers Discovery Event
Tuesday 9th Jan 6pm-7:30pm
If you are looking to join our award-winning team or wanting to retrain as a Financial Adviser, this is a must-attend event. You’ll be able to look around, hear more about our unique PlanHappy Lifestyle Planning Process and get more information about all the roles we have available. You’ll also have the opportunity to speak to members of our team to find out more about what they do (and whether you’d like to do it!).
All events are held at our warm and friendly Stockton Planning Rooms
If these dates don’t work for you or you are interested in other topics such as Equity Release and Investment Management, you can register your interest for future events and be first on the list. Simply pop your details in the form below.
Register your interest for our events
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