Workplace Presentations

The Money Plan Workplace Presentation is centered around the five fundamental steps covered in the bestselling book “The Money Plan” by Warren Shute.

This presentation is designed to provide your employees with essential information and tools that can help them better manage their finances and improve their financial well-being.

This presentation covers Warren’s five-step approach to financial planning, which includes setting financial goals, creating a budget, building an emergency fund, paying off debt, and investing for the future. He also provides practical tips and guidance on how to implement each step, as well as the benefits that come with having a solid financial plan.

A summary of the steps are;

  1. Know what it is you want; how to clarify your outcome.
  2. Get financially well organised; from personal banking, to children’s pocket money.
  3. Review your financial foundations and have a plan; 3 essential points, 5 optional.
  4. Repay your unsecured debt fast; using the snowball debt repayment system.
  5. Investment; how to intelligently secure your retirement income.

In addition to this, the presentation can be tailored to suit your company’s specific employee benefits such as pension contributions, death in service, medical insurance etc.

To enquire about booking a workplace presentation please use the form below:
Go back to Employee Financial Education

01793 771 093

theteam

Contact Form

Map & Directions

 

About

Services

Resources

 

Lexington is the trading style of Lexington Wealth Management Ltd. (registered number 05503144) and Lexington Associates Ltd. (registered number 12451550). The registered office for both is Orchard House, Bagbury Lane, Lydiard Millicent SN5 4LX.

Lexington Wealth Management Ltd. is authorised and regulated by the Financial Conduct Authority (No. 440099). Lexington Associates Ltd. provides non-regulated lifestyle financial planning and estate planning services.

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved disputes between regulated firms and their clients.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as financial, tax, or legal advice. Please consult a financial, legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Additional information about Lexington and its planners is also available online at the FCA’s register.

Copyright 2024 Lexington Wealth Management. All rights reserved. This content cannot be copied without the express written consent of Lexington.