Financial Planning For Employees In Transition (Talk)

OBJECTIVE

This talk is for participants who are either transitioning to alternative careers, leaving a job and/or embarking on self-employment. It aims to prepare you for the financial implications, both short-term as well as longer-term owing to change in your circumstances.

Learn how to quickly get a sense of your financial fitness as well as actions to strengthen weak areas. You will also learn how to manage your finances during these career transitions by reviewing your spending, identifying unnecessary expenses and setting a budget to tide you over the transition. You will also learn how to manage debts and to lay a foundation to get your financial goals back on track to return to stronger financial health.

OUTLINE

Identify financial impact of career transitions

Measuring financial fitness

Reviewing your financial & spending plans, insurance and investments

Managing debt and avoiding financial pitfalls

WHO SHOULD ATTEND

Suitable for those who have been recently retrenched or are transitioning to alternative careers with lower or less predictable income.