Financial Planning For Employees
In Transition
(WORKSHOP)

WORKSHOP | Other Workshops

Financial Planning For Employees In Transition

OBJECTIVE 

This workshop is for employees who are being or have been retrenched or are transitioning to alternative careers.  It aims to prepare them for the financial implications on their short-term as well as longer-term financial situations.

Learn how to quickly get a sense of your financial fitness as well as actions to strengthen weak areas.  You will also learn how to manage your finances during these career transitions by reviewing your spending, identifying unnecessary expenses and setting a budget to tide you over the transition. You will also learn how to manage debts and to lay a foundation to get your financial goals back on track when you return to stronger financial health.

COURSE OUTLINE

  • Identify financial impact of career transitions.
  • Measuring financial fitness
  • Reviewing your financial & spending plans, insurance and investments
  • Managing debt and avoiding financial pitfalls.

WHO SHOULD ATTEND 

Suitable for those who are being or have been recently retrenched or are transitioning to alternative careers with lower or less predictable income.

DURATION 

3hrs

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