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Our most popular workshop and the best way to get started with financial education & wellbeing for employees (in our humble opinion!)
£950 + vat | 60 Mins | Online | Unlimited Attendees | Includes our CPD Certified FinWELL Evaluation Tool | Interactive & Engaging | Recording Included | Attendee Worksheet | Data Insights Generated and Presented Post Workshop | Includes access to the FinWELL Fitness Learning Academy for 12 months
Agenda
What does healthy financial wellbeing look like?
The links between financial wellbeing, mental health and performance
Exploring the current challenges
Interactive Exercise: Measure and improve financial wellbeing in four simple steps with our CPD Certified FinWELL Evaluation Tool
Establish areas of focus, personal goals and plan of action
Top Tips on key areas of focus from money management, the property ladder, financial protection, investing for the future, pensions and modern retirement planning
Follow up resources and next steps with access to the FinWELL Fitness Learning Academy online platform for 12 months
Live questions and answers
FinWELL Trainer - Justine Piercy
Justine has been with FinWELL from the very beginning and is passionate about helping anyone and everyone improve their financial wellbeing and relationship with money and mental health!
With 25+ years experience within banking and financial services, Justine leads our training team spending her time delivering workshops, training FinWELL Champions, signing off FinWELL Champion Instructors and looking after clients.
Based in Market Harborough, Leicestershire, Justine lives with her husband John (also in the FinWELL Team, her daughter and two dogs Uma and Denzel.
Our most popular workshop and the best way to get started with financial education & wellbeing for employees (in our humble opinion!)
£950 + vat | 60 Mins | Online | Unlimited Attendees | Includes our CPD Certified FinWELL Evaluation Tool | Interactive & Engaging | Recording Included | Attendee Worksheet | Data Insights Generated and Presented Post Workshop | Includes access to the FinWELL Fitness Learning Academy for 12 months
Agenda
What does healthy financial wellbeing look like?
The links between financial wellbeing, mental health and performance
Exploring the current challenges
Interactive Exercise: Measure and improve financial wellbeing in four simple steps with our CPD Certified FinWELL Evaluation Tool
Establish areas of focus, personal goals and plan of action
Top Tips on key areas of focus from money management, the property ladder, financial protection, investing for the future, pensions and modern retirement planning
Follow up resources and next steps with access to the FinWELL Fitness Learning Academy online platform for 12 months
Live questions and answers
FinWELL Trainer - Justine Piercy
Justine has been with FinWELL from the very beginning and is passionate about helping anyone and everyone improve their financial wellbeing and relationship with money and mental health!
With 25+ years experience within banking and financial services, Justine leads our training team spending her time delivering workshops, training FinWELL Champions, signing off FinWELL Champion Instructors and looking after clients.
Based in Market Harborough, Leicestershire, Justine lives with her husband John (also in the FinWELL Team, her daughter and two dogs Uma and Denzel.