Workplace Seminars

iPlan specialises in educating staff on financial issues and are pleased to offer FREE information seminars to SE Queensland organisations. These can be held before or after work or over lunch.

Aim
To promote awareness of the Financial Planning industryand to encourage people to take positive steps toward securing their financial future. Specific financial products will not be promoted at the seminar, and any advice given will be general in nature. Issues covered in the seminars include the below: 

  • Who needs a financial planner?
  • What is lifestyle planning?
  • More income or better planning?
  • Do you have enough super?
  • Fundamentals of financial success
  • Asset and investment structures
  • Salary packaging
  • Realistic results
  • 10 rules for achieving your life goals

Benefits

  • Value add to your staff
  • Development of a caring culture
  • Staff self development through education
  • Respect for an organisation that cares about staff needs
  • Staff who are less stressed about their personal finances are more productive
  • Over 90% of attendees find the sessions useful*

Call now to arrange a seminar at your workplace phone 1300 047 526

To enquire on how iPlan can assist your workplace click here. 

 

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