Financial Education Webinars
At Planned Future, we are able to offer courses for employees from hire to retire. Not only can these workshops be carried out at your place of work, we also offer to provide employees with financial education webinars. If you have a large amount of employees who are based off site, this could be for you.
How it works
Design
We will work with you to produce a workplace financial education program to help support your employees. Using designed surveys and research can learn about your employees and what they will benefit from.
Marketing
Prior to the event, we will provide you marketing literture to help get the word out. This can include everything from tailored emails, flyer, desk drops and designated microsites.
The event
A experiences and qualified financial planner will carry out the session. Following this, we will provide additional literature on the topics covered and gather feedback to use when running the next event.
Just a few of our financial education webinars
Financial Wellbeing Webinar
Courses designed to support an organisation with a wide spectrum in demographics. The seminars can be tailored and made bespoke going as far as allowing employees to choose what topics will benefit them most.
Mid-Career Webinar
We received a variety of feedback from our Pre-Retirement seminars and one point stood out. Many delegates wished they knew this information earlier, so we developed this mid-career seminar to help.
Pre-Retirment Webinar
Seminars & Courses to help support employees approaching retirement. Courses will cover both financial and emotional considerations to make your employees feel confident taking the next step of their life.
Early Career Webinar
When people start working and contributing to pensions this is when they can make the most dramatic changes. We want to help support people early in their careers to help with the future.
Pension Courses Webinar
We run a variety of pension courses from helping people with annual and lifetime allowances to helping demonstrate to employees the benefits they receive from their pension scheme.
Investments Webinar
Specialist seminars to provide employees with an introduction to the main types of tax efficient savings and investments.
Redundancy Webinar
Unfortunately redundancies happen and when they do we are able to offer bespoke redundancy courses not only to cover financial aspects but the possible emotional implications.
Bespoke Webinars
We offer a four stage approach to help organisations in times of change. If you are looking for something a bit tailored we can help. Examples of bespoke courses include general financial wellbeing.
Would like to learn more?
We hold a variety of open seminars for the staff of smaller organisations and also in-house seminars for larger organisations. Just follow the links below.
Chester
0844 967 2567
London
0207 101 0685