Financial planning seminars

If you'd like to offer your staff more than the Sorted Offline, consider a seminar run by an expert from a specialist company. Make sure you choose a company that specialises in independent advice, not one which sells a product.

Such seminars tend to cover issues like:

• Financial planning for retirement
• Lifestyle planning - supported with advice on health, social, financial and legal issues
• Facilitated financial planning seminars can cost anywhere from $99 per person to $2,000 per group. Options vary depending on how comprehensive you want the seminar to be.

As a rule, these seminars are designed for people who are within 10 to 15 years of retiring. But some companies are able to tailor their presentation to the needs of younger staff.