Date: 26th April 2017
Author:
Type: In the news
On the 13th of June, BETTER FINANCE, BEUC and the Observatoire de l’Epargne Européenne will hold a seminar on Financial Guidance at the Royal Librairy Meeting Center in Brussels.
Financial Guidance can be defined as a process of determining an individual's financial goals and purposes in life and life's priorities, and after considering his resources, risk profile and current lifestyle, to detail a balanced and realistic plan to meet those goals.
Financial Guidance provides for a detailed strategy but does not include recommandation to purchase a specific product.
The Speakers will address the conditions needed to provide Financial Guidance and will present successful example of Financial guidance.
Access the Program of the seminar here