You have a choice of seven webinars available, the details for each are outlined below:
Savings and investment (Basics)
This session will aim to help you to create a plan and build your savings.
- Creating a savings plan
- Building your savings
- Investments
- Tax efficiency
- Next steps
Savings and investments (Advanced)
This session will cover more in-depth information than the savings and investments (basic) webinar and will aim to help you understand investments and taxation.
- Investment asset classes
- Investment performance
- Investing in the stock market
- Taxation
- Next steps
Estate planning
This session will aim to help you understand the importance of planning your estate.
- What is an individual's estate?
- Tax on your estate
- Making gifts during your lifetime
- Putting your plans in place
- Further Information
Family finances
This session will aim to help you to budget whilst on maternity or paternity leave and benefits available to you.
- Budgeting for the first year
- Family income during maternity / paternity leave
- Benefits for families
- Family savings
- Next steps
Understanding mortgages
Providing you with information on buying a home in this current climate and things to consider.
- The current mortgage rate climate
- Buying a home
- Creating a plan
- Applying for a mortgage or remortgaging
- Mortgage mechanics
Understanding your financial personality
This session will identify your financial personality; are you a spender, a saver, or something else?
- What is your financial personality?
- Tips for the debtor
- Tips for the saver
- Tips for the investor
- Tips for the big spender
- Tips for the shopper
Budgeting, borrowing and debt management
This session will enable you manage your debt and understand borrowing and budgeting.
- Budgeting
- Creating an emergency fund
- Improving your financial footprint
- Managing debt
- Company benefits
- Next steps
Please note: the seminars will provide information only and will not include or constitute financial advice. For more information about our services please click here.
