Equip your employees with invaluable advice, enabling them to achieve financial wellness and make informed financial decisions. This empowering masterclass emphasizes financial wellbeing, financial mindset, and strategic financial planning, looking beyond mere financial products.
Money is a “taboo” subject that people don’t like to discuss. Financial stress and anxiety can affect people at home as well as at work. People face financial worries at various stages of their lives – whether that is tackling debt, concerns over retirement savings or making their monthly budget work.
Employees with money worries are more likely to have sleepless nights, not finish their daily tasks and may have troubled relationships with colleagues
In simple terms, financial wellbeing is what you do with your pot of money, not the size of it. We developed the Employee Financial Masterclass as part of an initiative to increase financial well-being. Designed to improve the financial health of employees in workplaces big and small. Our employee financial masterclass will help your employees take control of their finances by empowering them with the information and tools to spend and save smarter.
Inspiring them to make small, achievable financial changes in their daily routines. Through consultation with employers in advance, these seminars can also highlight important financial benefits provided to employees.
of people who work with a financial advisor report being happier and sleeping better
This masterclass is based on askpaul’s financial planning philosophy of Protect, Grow and Replace, a framework to create a solid financial plan. This masterclass benefits all age demographics, income range & life stage, forming the starting point for financial education as it touches the spectrum of financial life stages.
Covering a range of financial topics such as day to day money management and planning, investing for the medium and long terms and pensions. It will also educate your employees about the importance of cashflow modelling and how each financial decision can have a huge impact over the long term.
This talk focuses on financial wellbeing, mindset & planning rather than financial products – which are just “things” that are used to achieve the desired results.
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