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CICM Sheffield & District Branch – Annual General Meeting and Spring Clean your Finances presentation – 1CPD

28 January

 

Annual General Meeting and Spring Clean your Finances presentation

18:00 – 20:00

Have you ever thought about how much time you spend looking after your employer’s finances but such little time looking after your own?

You are invited to join us and meet Chartered Financial Planners, Martyn Gregory and Aaron Alcock, who will tell you what you need to know about pensions, help you to plan for the future, answer your investment questions and will be available after the presentation and AGM for individual surgeries.

Notice of Annual General Meeting

The Sheffield & District Branch is holding an AGM at 18:00 on 28th January 2020 at Mercure Sheffield Parkway Hotel, Britannia Way, Catcliffe, Rotherham S60 5BD.

Agenda

1 Apologies
2. Minutes of previous year’s AGM
3. Chair’s Report
4. Treasurer’s Report
5. Size of Branch Committee – to agree the size of the branch committee until the next AGM
6. Election of the branch committee members
7.

Election of Officers – to elect the following Officers:

a) Chair*

b) Secretary*

c) Treasurer*

 8. Any other business

*Anyone with current CICM membership can serve on a committee. However, If you wish to vote, or to serve as a Chair, Vice-Chair, Secretary or Treasurer, you must be a MCICM, MICM(Grad) or FCICM.

If you have any questions that you would like putting to Martyn and Aaron on the evening, please e-mail these through to Paula Uttley, Chair at sheffieldanddistrictbranch@cicm.com.

Places are limited and early booking is advisable below.

 



Details

Date:
28 January
Event Categories:
,

Organizer

Paula Uttley

Venue

Mercure Sheffield Parkway Hotel

Britannia Way, Catcliffe, Sheffield, S60 5BD
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