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A popular new workshop for employees to understand how much they might need in retirement and later life, what they have right now and how to utilise the time and income potential they have left to fill the gap.
£950 + vat per block of 10 places | 60 Mins | Online | 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?
What is your ‘gap’ and how can you use the time you have left to fill it?
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 - John 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 new workshop for employees to understand how much they might need in retirement and later life, what they have right now and how to utilise the time and income potential they have left to fill the gap.
£950 + vat per block of 10 places | 60 Mins | Online | 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?
What is your ‘gap’ and how can you use the time you have left to fill it?
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 - John 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.