Securing Your Financial Future with Cavell Leitch - Christchurch

Are you just starting your financial journey, navigating a major life change, or preparing to manage a financial legacy? This seminar is designed for women at all stages of life. Join us to gain expert financial insights from Craigs Investment Partners, alongside essential legal advice from Cavell Leitch. Together, these experts will equip you with the knowledge and tools to confidently manage, protect, and grow your wealth for lasting security.

As one of the largest wealth transfers in history approaches, women are set to play a pivotal role in managing and investing these assets. In New Zealand alone, over $1.1 trillion is expected to change hands in the coming years, creating both opportunities and challenges for women across all life stages. Whether you are building wealth, preparing for an inheritance, or protecting assets during life transitions, understanding how to make informed decisions is key to ensuring your financial future.

When: Thursday 21st November, 2024

5.00pm - Arrival

7:30pm - Networking with drinks and nibbles

Where: Cavell Leitch, Level 3, BNZ Centre,

• Entry from Cashel Mall or Hereford St, Christchurch

Seminar Highlights:

Smart Investment Strategies for the FutureInvestment advisers Alexandra Dalzell & Jennie Moreton from Craigs Investment Partners will be discussing “The Great Wealth Transfer” and what this means for women, with an emphasis on the importance of investing.

Navigating Life Transitions and Protecting WealthPenny Henderson & Anna Bodman from Cavell Leitch will provide actionable legal advice on protecting assets during major life events, such as marriage, separation, or inheritance, and dispelling common myths around asset protection.

Speakers:

• Penny Henderson - Relationships - Principal​​ at Cavell Leitch
• Anna Bodman - Relationships - Principal​​ at Cavell Leitch
• Jennie Moreton - Director, Investment Adviser at Craigs Investment Partners
• Alexandra Dalzell - Investment Adviser at Craigs Investment Partners

Secure your spot today! Don’t miss this opportunity to gain expert insights and practical advice tailored to help you confidently manage your wealth. Spaces are limited, so book now to take control of your financial future.

Craigs Investment Partners is a NZX Participant Firm. Craigs Investment Partners Limited Financial Advice Provider Disclosure Statement is available on request and free of charge. Investments are subject to risk and not guaranteed. Please visit craigsip.com.

Click here to view the Craigs Investment Partners Limited Financial Advice Provider Disclosure Statement.

Your information will be handled in accordance with our Privacy Statement. By completing this form you consent to receiving marketing messages from Craigs.

Please note a photographer will be present at this event to capture photos for promotional and social media purposes. Please advise if you do not want your photos taken or used.

Host or Publisher Craigs Investment Partners