Retirement Planning Workshops


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

For more details, see below for a longer description.

N.B – When booking, use the additional information box to include date|time|address for onsite workshops. For bespoke wellness programs, contact us –



This workshop 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
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.