Planned Future

Planning for Financial Challenges

This CPD Certified event focuses on understanding the key risks to your finances which can impact both you and your family. 

We look at how you can build a backup plan to help you deal with life’s uncertainties. We will also help you understand your protection options and other support that is available if something doesn’t go to plan.

Event Topics

Impact of life events on finances



Raising children

Buying a home

Financial resources

The Presenters

The event, hosted by a qualified Financial Adviser will explore the different types of protection that are available on the market. Keeping in mind your current employee benefits, the adviser will explain how each type of protection works and the costs that can be expected.

Trusted by

Some of the brands and businesses we've worked with


This event can be presented online using your preferred webinar platform or onsite at your business. 


This event lasts 1 hour and includes time for questions. 

Learning outcomes

Employees will leave the event with an understand of the different types of financial protection and which will benefit them.

Planning for Financial Challenges Agenda

To learn more and request a full agenda, simply complete this form.