Financial Presentations

Unfortunately our standard of living has increased dramatically without a commensurate increase in income. Financial stress has become the norm for many of your employees. We can assist in offering your staff presentations and courses on financial health.

Corporate Solutions will help your employees by presenting to them on financial topics of your choice. This should improve their knowledge of money matters and help them conduct their financial affairs better, leading to a happier, more productive work environment.

Financial Health

Heritage has designed our presentations with one purpose – to help your employees have a better understanding of various aspects of financial matters.
Different presentations are available depending on your needs and the skills you wish to equip your employees with:

  • Money Management
  • Behavioural Finance
  • Retirement Planning
  • Understanding the Economy
  • Tax Issues
  • Estate Planning
  • Asset Classes and Investment Planning
  • Financial Planning

Heritage believes in teaching people to fish for a lifetime – not in simply feeding them for a day. These presentations will prepare everyone who participates with an in-depth understanding of personal finance, financial planning and the financial planning process.