Financial Liverpool - I wish it could be a (Financial Liverpool) Christmas everyday!

Wednesday, 09 December 2020
12:30 pm – 2:00 pm (UK time)
    • Rae Brooke, Chief Executive, The Community Foundation for Merseyside
    • Chris Budd, Writer and Financial Planner, The Financial Wellbeing Podcast
    • Adam Owen, Director and Head of Content, NextGen Planners

The annual Financial Liverpool Christmas Lunch is always a great event so because we can't all meet this year, we thought we would bring a little festive joy to your homes instead!

We have an action packed session planned, led by past President of the PFS, Adam Owen. He will be joined by the multi-talented Chris Budd, who is a planner turned author who will share his thoughts on financial wellbeing before getting his guitar out for a good old Christmas 'name that tune'!

We also have Rae Brooke, Chief Executive of the Community Foundation for Merseyside who will update us on how the Liverpool region has fared during the pandemic and there will also be a chance to catch-up with each other in ZOOM break-out rooms where you should watch out for the brilliant magician, David Burgess who will be popping in to provide some spell-binding entertainment.

Christmas jumpers are mandatory (we'll accept Christmas ties and hats too!) and we'll be 'wrapping' it all up with a raffle with proceeds going to the LCR cares fund which is helping our most vulnerable during this pandemic.

CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

1 hour's CPD can be claimed for this event if relevant to your learning and development needs.

It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at