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Seminars

Helping people get their money sorted can be good for business and the community.

People without money worries will probably be less stressed and enjoy better relationships, may take fewer days off sick and may perform better at work.

Sorted has free seminars you can run with your employees or members.

To order: click on the 'order seminar material' link from the list of seminars below. You will be able to order material for more than one seminar on the order page. Once you have completed your details you will be sent a link by email to download the material.

Each seminar takes about an hour - you may wish to allow longer for discussion. Do you need a seminar facilitator?

 

Seminar 1: Sorted - Your guide to getting there

This seminar is an introduction to the six steps to getting financially sorted, to set goals, make a budget, start a debt repayment plan and more.

Preview this seminar (PDF, 451KB)

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Seminar 2: Set your goals, Make a budget

This one hour Sorted seminar introduces your audience to setting goals and making a budget

Preview this seminar (PDF, 332KB)

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Seminar 3: Managing debt

This one hour Sorted seminar introduces your audience to understanding and managing debt well and making their own debt repayment plan.

Preview this seminar (PDF, 397KB)

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Seminar 4: Saving & investing

This Sorted seminar introduces your audience to the basic principles of saving and investing.

Preview this seminar (PDF, 312KB)

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Seminar 5: KiwiSaver – The basics

Participants learn about how KiwiSaver works, who can join, what they need to think about before joining KiwiSaver and how to join.

Preview this seminar (PDF, 594KB)

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Seminar 6: KiwiSaver – Making decisions

Participants are given information that helps them make a decision about whether to join KiwiSaver, how much to save and where to invest

Preview this seminar (PDF, 879KB)

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Seminar 7: Retirement planning

This Sorted seminar introduces your audience to planning for retirement.

Preview this seminar (PDF, 302KB)

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