The Money Plan Seminar – For financial planning success
Do you struggle financially? Are you confused about what to do with your money? Or struggling to pay the bills and get out of debt?
What if, after a day, you had a clear plan for your financial future? What to do, how to do it and when? How would that help you enjoy your life more?
Warren has helped 1000’s families plan their finances for over 20 years to make better financial decisions, working with people in all walks of life and ages, those in £100,000 of debt and those managing £1m+ investment portfolios.
In this 1-day seminar, Warren talks about what you need to know financially, and what you don’t! and combines it with how we act emotionally to set yourself up for financial success.
This is an educational seminar, you will not be asked or expected to become a client and no products will be sold to you. It’s for you and about your financial success.
UK consumer debt is at £1.630.1 billion
Consumer debt has risen 19% in the last 5 years
Student debt has doubled to £100.5 billion in the past 5-years
Council Tax arrears have increased 12% in the last 5-years
Households in the UK are the second most indebted nation in the G8 at 150% of income (above USA and Italy)
Source: The Guardian UK Debt Crisis, Bank of England September 2017
The CIPD believes that helping people to navigate their financial well-being means that financial concerns are kept to a minimum and employees can focus on the work that brings them personal fulfilment. Alongside a physical well-being strategy, they have laid down seven key initiatives to meet this, one of which is financial education.
The presentation is based on the 5-Steps Warren covers in his bestselling book “The Money Plan”, which in summary are;
Step 1 – Know what it is you want; how to clarify your outcome. Step 2 – Get financially well organised; from personal banking, to children’s pocket money. Step 3 – Review your financial foundations and have a plan; 3 essential points, 5 optional. Step 4– Repay your unsecured debt fast; using the snowball debt repayment system. Step 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.
Contact Warren on firstname.lastname@example.org to find out more and organise your presentation.
I thought the session was really useful. It made me think about several specific things to look into immediately and also validated my understanding of a few things too. Warren was engaging and neither went too quickly nor felt the need to draw something out for longer than necessary.
Susan (Weiss) Teale, Directory of Legacy and Strategic Implementation at AXA UK
Warren was invited to speak to our London office team about Financial Planning. He presented the 5 Step Process to help people appreciate how effective Financial Planning can be to achieve life long aspirations. The staff were really engaged with his presentation technique and some staff members also got his book ‘The Money Plan’, which is a guide to encourage people to financially equip themselves for a better future.
Henna Sami, HR Executive, Chartered Institute for Securities & Investment (CISI)
Warren blew them away
I was a little nervous getting Warren to speak to my team as I didn’t want them to think that we were preaching from on high about finance… however Warren blew them away – they were well up for it and totally engaged throughout with questions from everyone from the placement student to the consultant. I have had some really good feedback from the team and they are grateful to us showing some corporate responsibility to this issue of managing money. The only advice I would give to anyone else having Warren speak at your event is to give him more time the questions kept coming!
James Neil, Dalcour Mclaren
What a fantastic opportunity we had a few weeks ago when we invited Warren along to give us an overview on Financial Wellness and Education. Warren shared with us his 5-step process plan to help us all, no matter what stage we are all at in our personal financial journey we took some tips away with us from having a separate account for our everyday spend, the best account to help save for a mortgage to information on pensions!
Warren made the session interesting, fun and engaging. A fab session.
Christine Humphries, Employer Brand & Engagement Executive, Nationwide Building Society
I just wanted to say thank you for taking the time to come in and hold the sessions. I've heard a few good things already, despite it still being dark outside, but most impressively I've just read a message from one of the attendees. He is late teens, early twenties, hugely likeable and a bit of a jack the lad. Possible the last person on earth I'd be expecting to write to me to ask how he goes about topping up his pension! But that's what he's done. I couldn't have been more surprised if I'd seen him knitting a cardigan at his desk! He goes on to say he really enjoyed the session and its made him sit back and think more about how he saves his cash. No wonder you can afford the time to do these sessions- if you can sell the idea of pensions to him you'll already have made your fortune!
I’m confident that his recommendations to clients are based on thorough needs analyses linked to lifelong cash flow requirements and his clients’ interests are always uppermost
Paul Etheridge, MBE, TD, JP, MBA CFP – Founder of the Institute of Financial Planning
This is invaluable for absolutely everybody at every stage in life, galvanizing Warren's 20+ years worth of experience. There is nothing that he cannot help you with financially! Loved the presentation funny and entertaining, and I highly recommend it.
Jane Simpson, Regional Vice President, Arbonne
Making Complex Matters Easy
Warren is a Chartered Financial Planner with a unique skill set of communicating complex matters clearly. He recently held a pensions seminal at Barclays Bank which we are very happy with and was well recieved by those attending. I would happily arrange more of these types of seminars with Warren as our expert
Aaron Fitzpatrick, Barclays Bank Plc
We recently invited Warren to speak to our London office team about financial planning as part of the company’s efforts to encourage people to appreciate how valuable good financial planning can be, in their own lives. Even though we are an investment firm, not everyone here is as engaged with their personal finances as they could be and Warren’s simple approach to the basics, and engaging presentation style has inspired many people to examine their situation and take action.
David Jones, Head of Financial Advisor Services EMEA, Vice President at Dimensional Fund Advisors
Warren gave an engaging and interesting presentation to Yes Group Cardiff on his 5-Step Money Plan process, I really liked the way he spent time to engage with the group, and linked the practical, logical steps of finance with the psychology of beliefs about money – I highly recommend him and I am looking forward to reading his book The Money Plan
Ken Abram, Chairman of Yes Group Cardiff
Warren has presented at corporate events including:
Remember to invest your time, which is our most precious resource. Live intentionally, make decisions which will make you happier. This afternoon I’m with my Pops, at 94 y/o he’s loved brass band music for 80 years! We’re watching his band in the national finals in Cheltenham.
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