SJP Financial Education Workshops” in your workplace.
The St. James’s Place team has created Financial Education “Workshops”, a fantastic platform to increase financial literacy within your workplace community. This holistic approach supports your employees through financial well-being and recognises the significant correlation between economic well-being and mental health. Forward-thinking employers have realised that enhancing their employees' financial wellness can ultimately improve their company's overall performance.
Workshop outline
Workshops are tailored to your needs or preferences and can be conducted online or in person.
Topics include but are not limited to:
Life as an expat
Goal-based financial planning
Wealth accumulation and preservation
Tax planning
Retirement planning
Family protection
Below is the SJP flyer with more details. Please don’t hesitate to reach out to the friendly SJP Team to learn more about the Workshops.
Sharon Calderini - Partner, Financial Advisor Asia and Middle East
David Gardner - Partner, Senior Financial Advisor, Asia and Middle East.
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