These events are designed to help support your employees from a range a different demographics. The workshop can be offered ready made or made bespoke using our financial wellbeing questionnaire.
The seminar covers a wide range of issues relevant to planning your financial affairs both now and for your future. Looking at your finances now at the mid-career stage can give you enough time to make a significant difference to your future financial goals
This seminar will include sessions on:
A bit more about
Every seminar or course is different. That is why we have developed a panel of speakers with a wide range of experience. Some speakers have financial expertise and others specialise in the social and psychological aspects of preparing for retirement. Below are examples of who you might meet.
Ian is an experienced Organisational Psychologist and trainer within the areas of Occupational Wellbeing and Workplace Psychosocial Risk. Previously Ian was employed as the Wellbeing Adviser for Airbus Operations Ltd and was instrumental in the provision of workplace mental health support in a manufacturing environment.
Kate is Advanced Diploma qualified and has achieved Chartered status. Not content to stop at Chartered status, Kate has progressed even further and is now a Fellow of the Personal Finance Society. Kate believes it is important to simplify jargon and complex financial matters for clients to help them make wise decisions.
Having started in Financial Service in 1998, Martin has worked in a wide variety of customer facing roles, covering advice on investments, pensions, mortgages and protection. Martin is now now a Chartered financial adviser and regularly supports our seminars in the South East of England.
What our clients say
Some important
We offer a range of different pre retirement seminar and courses to fit around your organisation. However, if you have something specific in mind that doesn’t fit in with the below, just let us know. All our workshops can be made bespoke.
Our financial planning workshop can range from small 30 minute lunch time seminars all the way up to a full day. As will all of our seminars and courses, all events can be made bespoke to fit around your organisation.
