Financial Planning seminars are designed to assist employees to begin planning, particularly those facing redundancy or opting for voluntary early retirement.

Duration is ½ day to 1 day. These in-house seminars can be conducted in a suitable room at your office or at an external training or conference venue. Participants are encouraged to bring their spouses or partners.

Seminar Overview

- Introduction

- Planning for Lifestyle Changes

- Pension Information

- State and Company Provisions

- Financial Planning Options

- Key Considerations for Your Financial Future

- Estate Planning

- Creating a Will / Lasting Powers of Attorney / Inheritance

- Future Career Planning (CVs, Job Applications, and Interviews)

- Self-Employment

All seminars can be customized to meet the specific needs of the client.