Event Topics
Investments
Why take some risk
Asset types
Portfolio building
Retirement planning
Pensions
Pension consolidation
Make your money grow
This event focuses on helping you grow your savings and plan for the future.
We look at why you might decide to take the risk of investing, how to make the most of tax advantages, and cover the basics of investment and pensions. This event is typically for people aged 35 to 55 years old.
Investments
Why take some risk
Asset types
Portfolio building
Retirement planning
Pensions
Pension consolidation
Make your money grow
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.
This event can be presented online using your preferred webinar platform or onsite at your business.
This event lasts 90 minutes with time for questions.
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.
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.