Event Topics
Investments
Why take some risk
Asset types
Portfolio building
Retirement planning
Pensions
Pension consolidation
Make your money grow
Mid Career Financial Planning
This CPD Accredited Mid Career Financial Planning event focuses on helping you grow your savings and plan for the future.
This event is specifically designed to empower mid-career professionals with the knowledge and tools necessary to build a robust financial foundation for the future. It breaks a complicated subject down into an easy-to-understand analogy of a house structure with strong foundations (protection), sturdy walls (savings and investment) and a secure roof (retirement planning).
The Presenters
It is important to provide accurate and up to date information when discussing pensions and Investments. That is why we use speakers who are qualified Financial Planners. These presenters hold as a minimum a diploma in Financial Planning and also include a range of Chartered Financial Planners. This allows employees to engage, ask questions and find out accurate information.
Who we've worked with
Planned Future have worked with a range of large and smaller public and private sector businesses throughout the UK.
Locations
This event can be presented online using your preferred webinar platform or onsite at your business.
Duration
This event lasts 90 minutes with time for questions.
Learning outcomes
Employees will learn how to manage money effectively while understanding how to deal with financial pressures. They will learn about the importance of planning for a successful financial future and how they can take steps to improve their financial wellbeing.
Request Mid Career Financial Planning Agenda
Planned Future are able to hold a range of events for organisations throughout the United Kingdom. To learn more and have a free agenda prepared, simply complete the form.
