Financial Education Workshops
I'm passionate about financial education, delivering sessions in the workplace and in schools/colleges. We aren't taught enough about how to manage our money and this continues into later life. Having seen this throughout my life in many people, I took it upon myself to teach those around me some important life skills about their money.
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I am delighted to offer you the opportunity to attend one of my Financial Education Workshops, details of each are listed below.
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These workshops are part of a nationwide programme aimed at assisting you with your financial journey, whether you are just getting started or looking forward to retirement.
What to expect
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1-hour workshop offering guidance and support
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The opportunity for a 1:1 consultation after the workshop
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Interactive, collaborative and relevant content
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All the below at no cost!
Getting Started
Workshop 1 - Just starting out in your career
This workshop is for those in the first few years of their careers, starting work for the first time and moving into their early thirties.
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Subjects covered include understanding your payslip, your spending, budgeting, and how this can help you save and the ways you can do this.
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It will also help you understand the basics of investing & that it’s never too early to start considering your long-term future and being able to stop working.
Changing Circumstances
Workshop 2 - Supporting a family and developing a career
For those in their thirties and early forties – a period where some major life changes can take place whilst your career really starts to develop.
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We help you consider the costs of purchasing a property, raising children and their education, protecting your family and budgeting and saving.
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It also continues to help you develop pensions and investment knowledge.
New Found Flexibilities
Workshop 3 - Focussing on retirement
This workshop considers the increased options available to employees as to how and when they might retire.
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Attendees can start to consider their options and how they might protect their accumulated wealth and that of their families.
Renewed Opportunities
Workshop 4 - Next steps after retirement
For those in their forties and early fifties, when children are growing up and may be moving away and parents are getting older, as their thoughts turn to intergenerational planning.
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You may be redirecting monies as mortgages are reduced, and ensuring accumulated wealth is protected.
CONTACT ME
Get in Touch
If you have any questions about my services, or would like to schedule a consultation, please fill out the form and I will be in touch as soon as possible.