Events & Workshops in Teesside

There’s always something happening at Joslin Rhodes

Local Events and Workshops

Join us and our Teesside-based financial planning experts at one of our free financial wellbeing workshops and help us find your happiness.

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 in the heart of Teesside, reserve your place today.

But hurry, space is limited.

Our workshops, held at our friendly Planning Rooms in Stockton-on-Tees are not only about sharing knowledge and delivering ‘Real advice for real people’, they are about helping people in our local community live their best life in retirement and giving them confidence that everything’s going to be ok.

Local Events and Workshops

Here’s what’s hot on our agenda now

Local Events and Workshops

Pension & Retirement Planning Workshop

Thursday 18th July, 6pm-7pm

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.

Local Events and Workshops

Estate Planning Workshop

Wednesday 10th July, 6pm-7pm

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.

Local Events and Workshops

Careers Discovery Event

Wednesday 26th June, 6pm – 7:30pm

If you are looking to join our award-winning team or want 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.

All events are held at our warm and friendly Stockton Planning Rooms

Local Events and Workshops

If these dates don’t work for you or you are interested in other topics such as Investment Management, you can register your interest for future events and be first on the list. Simply pop your details in the form below.

Local Events and Workshops

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