Mid-Career Seminar/Financial Fitness for Life (for employees aged 30 – 55)
The mid-point in a working life can bring a special set of challenges and opportunities. Employees may find themselves under pressure to balance their family's immediate financial needs, such as providing a comfortable home and lifestyle, along with the long-term requirement to save for a secure retirement. They may be looking forward to a special event such as an anniversary or the holiday of a lifetime.
The Mid-Career Seminar will cover a number of topics specially tailored to those at the mid-point of their working life and topics will include:
- In house Pension Scheme benefits
- Investing Capital Sums for real growth
- Protecting your family and income when off work sick
- Inflation
- Tax Planning
- Estate Planning
- Employee Benefits
- Savings & Investments





