Financial considerations for bereaved or divorced clients - 29 September 2020
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STEP Web Events
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Web Event
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This webinar, a discussion on the financial considerations for bereaved or divorced clients, is now available to watch on demand HERE.
There are certain financial decisions individuals face during a major life change, such as divorce and bereavement. Wealth managers working collaboratively with professional advisors can help empower clients to make the right choices during a vulnerable stage in their lives. Through education and financial awareness, clients can make informed decisions that lead to better outcomes for them and their loved ones.
The event is kindly sponsored by
Speakers
- Colin Monton, Client Development Director, Rathbones
- Rebecca Tunstall, Investment Director, Rathbones
- Moderator; Melanie Wotherspoon, Head of Professional Intermediary Business Development, Rathbones
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