Financial Wellbeing Foundations

The Foundations of Financial Wellbeing Event

Our financial wellbeing foundations event will help employees to understand and build financial security. Providing them with the knowledge and resources to achieve a successful financial future.

Event Topics

The event covers a range of financial and mental topics designed to engage and educate your employees. The event helps employees to understand the ‘money mindset’ and how they can take positive financial steps. Topics include:

Spend (more) time on your finances
Learn how to build good habits
Understand your spending
Debt explained
Conducting a Money MOT
To reduce spending, introduce friction and feedback
Setting savings goals
Make your money grow

The Presenters

All of our events are presented by qualified individuals with the experience to provide accurate guidance. Our financial wellbeing events are hosted by certified money coaches, supported by a team of qualified financial advisers. This allows us to provide both engaging and financially accurate events.

Customer Reviews

Planned Future has provided retirement and mid-career seminars to staff at Bournemouth University since July 2017. Feedback has always been extremely positive and I believe they provide excellent value for money. Staff at Planned Future are always helpful and are proactive in making recommendations to us as well as being open to our feedback and suggestions. Overall a very positive experience.

Bournemouth University

The sessions were extremely well received and staff appreciated the variety of speakers, including speakers from LGPS, and the quality of information provided. They made a rather dry topic lively and interesting. The sessions were impartial and we would certainly use Planned Future to deliver financial planning workshops for our staff again.