We provide informative financial planning and pre-retirement sessions to medium / large organisations, at no charge. The sessions only take one hour and are a great success with delegates and the feedback shows the courses are very well received.
The sessions usually take place at your business address and cover the financial challenges that employee’s face and planning for retirement. All our speakers are experienced in providing Financial Planning sessions and the content of the presentations are generic, current and up to date.
The benefits of a course are:-
Diffuse tension and worry about financial planning.
Promote a positive and caring image of your organisation.
To have a cost & time effective way of communicating with a large number of employees.
To help communicate information to smooth the transition from employment to retirement.
Reduce pressure on your Human Resources Department.
The courses are provided as a complimentary service, when meeting the criteria of 15 – 20 delegates. We would recommend that the first session provides a snap shot of the following financial planning topics:
- ·Family Protection Planning
- ·Planning for financial security in Retirement
- ·Savings Options
- ·Tax – it’s boring but relevant
- ·Estate Planning