This will involve highlighting some of the solutions & Services available through myself as a financial adviser. It will also highlight the importance and impact of financial wellbeing on employees and how the workshops I run help to benefit both the employees but also the business as a whole.
I will briefly touch upon other areas of finance that many may have not considered such as estate planning, financial protection, and wider financial considerations.
The session will be a PowerPoint presentation, presented by myself with real-world examples & solutions, followed by an open and informal Q&A and discussion at the end to allow individuals to ask any pressing questions they may have. The objective will be to network with both employers and employees who feel they could benefit from a more direct free financial consultation with myself.
- Provide a basis of financial knowledge to help highlight potential areas where both business owners and individuals could stand to benefit from financial advice.
- Explain the benefits of financial wellbeing workshops & the overall impact of poor financial wellbeing on businesses.
- General overview of provided services and solutions.
- Overview of real-world impact of poor financial planning & proactive financial planning
- Real world impact of poor financial wellbeing on businesses & its employees
- Financial information to help provide a baseline of knowledge which can help to highlight a individuals potential needs.
- Understanding the benefits of proactive financial planning with a financial adviser.
- Learn of the tax efficient solutions to help clients reach their financial goals
- To understand the benefits of hosting financial wellbeing workshops for employees.