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: