Annual General Meeting and Spring Clean Your Finances – 28th January 2020
Sheffield & District Branch members and guests arrived at 6pm for a light supper and time to network prior to the AGM starting at 6.30pm. The committee welcomed Phil Holbrough MCICM, Chair of Yorkshire Ridings Branch and Regional Representative. Branch Secretary Myron Fedak MCICM opened the AGM, Branch Treasurer Graham Browes FCICM presented his financial report and Branch Chair Paula Uttley MCICM(Grad) covered branch events. Once the formalities of the AGM were concluded, the floor handed to Martyn Gregory and Aaron Alcock of 2plan wealth management Limited.
Who would have thought that a presentation covering pension, taxation and death could have been so entertaining! Martyn and Aaron guided us through the quagmire of pensions explaining just what we should be thinking about and more importantly when. They also covered some wider investment options and answered many questions from the floor throughout. The presentation was extremely informative, presented in plain English and most enjoyable – even raising frequent audience laughter. Following their main presentation, Martyn and Aaron were available for one-to-one surgeries for even more individual questions.
Many thanks to Martyn Gregory and Aaron Alcock of 2plan wealth management Limited and to all attending members and guests for making the evening a great success.
Author: Paula Uttley MCICM(Grad), Branch Chair