WORK WITH US - financial wellness WORKSHOPS
We design and facilitate interactive, educational, practical and inspiring workshops, lunch and learns, talks and roundtables for corporates and brands helping to engage and educate employees on all matters wealth and wellness.
From two to two hundred participants, we cater to our audience to provide engaging and valuable content.
Sessions can be hosted in-person or virtually and last from 30 mins to 3 hours.
We offer a bespoke service and tailor our content to your needs.
Popular themes include:
Introduction to Investing
Introduction to Economics
Introduction to Financial Planning
NextGen Wealth and Stewardship
Alternative Assets; collectibles and art
Women & Wealth
Divorce & Finances
Family Dynamics; governance and communication
Everyday Money Management
Financial Well-being
Financial Goal Setting
Financial Independence
Retirement Planning
Managing Money in Relationships
Money & Mindfulness
Pitch Presentation Skills
Fundamentals of Personal Finance at The House of St Barnabas
Money and your Mindset at Kleinwort Hambros
Financial Well-being workshop at The Conduit