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A popular workshop to explain the basic benefits around pensions, investing for our futures and retirement planning along with the options available.
£950 + vat | 60 Mins | Online | Max 20 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 online platform for 12 months
Agenda
What does your future look like?
How much will you need, your magic numbers and what have you already got?
The power of starting early & long-term investing
Your two magic buckets
Professional Advice or DIY (Do It Yourself) and Advice Options
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
John (Justine our Head of Training’s husband) has enjoyed a thirty year career in financial services as a qualified financial planner, managing teams of advisers and support staff.
JP (as he’s known to the team) is our pensions and investments specialist sharing education, guidance and support via our online and in-person training and also heading up our 1-1 Support Services.
John is also the chairman of his local parish council and is happiest when out cycling!
*IMPORTANT - FinWELL do not sell any financial products and not give financial advice. We do not promote, endorse or recommend any regulated products, providers or services.
A popular workshop to explain the basic benefits around pensions, investing for our futures and retirement planning along with the options available.
£950 + vat | 60 Mins | Online | Max 20 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 online platform for 12 months
Agenda
What does your future look like?
How much will you need, your magic numbers and what have you already got?
The power of starting early & long-term investing
Your two magic buckets
Professional Advice or DIY (Do It Yourself) and Advice Options
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
John (Justine our Head of Training’s husband) has enjoyed a thirty year career in financial services as a qualified financial planner, managing teams of advisers and support staff.
JP (as he’s known to the team) is our pensions and investments specialist sharing education, guidance and support via our online and in-person training and also heading up our 1-1 Support Services.
John is also the chairman of his local parish council and is happiest when out cycling!
*IMPORTANT - FinWELL do not sell any financial products and not give financial advice. We do not promote, endorse or recommend any regulated products, providers or services.