20 May 2012

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