FINANCIAL WELLBEING WORKSHOP
Planning for Financial Challenges in Life
This CPD Certified Planning for Financial Challenges in Life event focuses on understanding the key risks to finances which can impact both your employees and their family.
We look at how they can build a backup plan to help deal with life’s uncertainties. We will also help them understand their protection options and other support that is available if something doesn’t go to plan.
- FREE 1-2-1 follow up meeting
- 1 hour webinar, seminar or hybrid
- Up to 50 attendees
- Post-event pack full of resources
Free post-event pack
Expert presenters with a Q&A
In this 60 minute workshop attendees will learn how to:
- Expect the unexpected
- React if illness or death struck
- Deal with complicated family and relationships
- Cope with redundancy, and rising mortgage and rent costs
- Tackle debt and build an emergency fund
- The life events that can knock your plans off course.
- Sick pay, protection, and the cover you may already have through work.
- Children, living together, and if a relationship ends.
- Your action plan, resilience check, next steps and where to get help
Who we've worked with
Planned Future have worked with a range of large and smaller public and private sector businesses throughout the UK.
FREE EMPLOYER CHECKLIST
Supporting staff with the cost of living
10 practical steps for employers. Money worries don’t stay at home. Most of these steps cost little or nothing, and you could start several this month.
Who should attend?
Everyone, at any stage of working life. Especially useful if others rely on your income, or you’ve never checked what would happen if you couldn’t work.
Presenters
Our financial wellbeing events are hosted by Money Guides, supported by a team of qualified financial advisers.
This allows us to provide both engaging and financially accurate events.
Workshop details
Locations
Webinar, Semiar or Hybrid
Duration
60 minutes plus Q&A
Learning outcomes
Clear next steps to make your household more resilient
We have worked with Planned Future on several occasions and each course they have run has been fantastic and engaging
People Development Manager | University of Reading
Planning for Financial Challenges Agenda
To learn more and request a full agenda, simply complete this form.
