Mid-Career Financial Education

Mid-Career Financial Education

As we enter different stages of our life our needs, especially as they relate to finance, can vary significantly. We can’t know exactly what it is you need or want to do at this time in your life, but we can provide you with information; awareness of good practice; and provide a structure to empower you to take control of your financial situation.

The aims of the workshop are as follows:

  • To equip you with a general education on key aspects of managing your money and planning for the future.
  • To arm you with ideas about good practice and the rules to follow in managing money.
  • To assist you with understanding the importance of and ways of saving for the future, including saving for retirement.
  • To get you to identify what you need to take action on and to create an associated action plan.

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