Financial Strategy Seminars

Training and development provide your employees and your company, with long-term benefits and presents a prime opportunity to expand the knowledge base of the workforce while also generating loyalty.
Free Consultation

Explore Our Financial Strategy Seminars

We deliver programs of presentations on various lifestyle topics. This programme is coordinated and designed in tandem with you, the employer. Delivery of our tailored financial strategy seminars can be organized for:

  • All employees
  • By grade or department
  • One-to-One individual meetings
  • Combination of all of the above

 

Tried and Tested Approach

Behavioral studies have identified that happy employees result in increased productivity and increased performance in the workplace. The aim is to help attendees gain clarity regarding their financial world. This programme should help reduce financial stress for employees across all levels of your organisation, be they small or large. The Infinity financial strategy seminars provide clients with financial education, rather than speculation on the latest product. The focus is on helping attendees identify areas where they can improve their cash-flow, both now and in the future.

 

Financial Planning Presentations

We have delivered the Infinity Financial Planning presentations on topics’ such as:

1. Budgeting and Debt Management
2. Wealth Management and “Investing” Options
3. Achieving your Financial Goals
4. Financial Planning for Senior Executive’s
5. Pre Retirement Planning
6. Mid-Career Seminars
7. Post Retirement Advice

If you feel you or your company would benefit from this service please contact us for further information.

Employee Benefits Programmes

Whether you are a new company setting up or are checking the market to see if you’re getting the best deal for your business, we have a range of options to suit your needs.

Benefits for Employer and Employees include:

1. Promotes employees’ financial well-being
2. Can improve productivity
3. Can reduce Employee Sick Leave Cost
4. Raises overall workplace satisfaction
5. Cost offset against corporation tax

Attracting good staff is key to the continued success of your business. Giving employees reasons to stay is often cheaper than recruitment.If you are undergoing restructuring or redundancy programmes, perhaps we can help. We have experience of dealing with such circumstances as you can read in this blog post.

Email or phone us for further information.

Ready to get started?

See what our financial planning experts can do for you.

Our Latest Blog Posts

Step 2 – A Guide to Successful Investing

INVESTMENT PLANNING Step 2: A Guide To Successful InvestingPat Leahy, Certified Financial Planner Looking back over the last decade, if you had the 'misfortune' of investing in a fund that tracks the performance of global stock markets (MSCI All Country World Index)...

Step 1: A Guide To Successful Investing

INVESTMENT PLANNING Step 1: A Guide to Successful InvestingPat Leahy, Certified Financial Planner Good morning, Trying to understand financial markets by tracking the daily media headlines (Brexit, Trump, China etc) can become a distraction for those who want to build...

Will I have enough?

INVESTMENT PLANNING Will I have enough?Pat Leahy, Certified Financial Planner Welcome to the latest edition of the Infinity Financial Planning newsletter. Time never stands still. Everything in the world seems to be moving at a quicker pace than before. Nowadays, the...