Retirement Planning Presentation

£750.00£1,500.00

This presentation introduces and develops understanding of retirement planning, with key strategies to strengthen future financial security.

For more details, see below for a longer description.

For bespoke programs/wellness strategy, or webinars for audiences greater than 500, contact us – hello@workbliss.co
£750.00
£1,500.00

Description

Length: 90 minutes

Delivery mode: Onsite Presentation, Webinar

Number of participants:

  • Onsite Presentation: No limit
  • Webinar: 500. For audiences greater than 500, please contact us.

Details: This presentation serves as a foundation to understanding retirement planning, sharing simple strategies to save and generate future income. Topics explored include:

  • Recognising attitudes towards money and the future
  • Pension types – Making good choices
  • Identify Income generating assets
  • Mapping priorities
  • Developing financial security with planning principles
  • Investments & Risk

How booking works:

  1. Decide the date and the time you’d like your session
  2. Book online. Use the additional information box to include delivery date, location, time, contact details
  3. WORKBLISS contacts you via a call to confirm the booking, and arrange for additional requirements if necessary.

Alternatively, please connect with us – hello@workbliss.co

This Financial Education Workshop is delivered Independent Financial Advisors, members of the FCA (UK) and FINRA (USA). This means they adhere to a strict code of conduct. These workshops provide general education, aimed at increasing knowledge and improving financial habits. The information should not be treated as personal financial advice.