INVESTING
FOR TOMORROW
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WORKSHOPS
Keeping it plain and simple
Investment planning that'll work for you
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Clear and structured overview of the range of investment products and funds in the marketplace
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Covers more than just the company retirement fund!
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Emphasises the investment need that each product fulfils and identifies suitable investors for each product type
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Unbiased & objective
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Developed and presented by an experienced investment product developer & Certified Financial Planner
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Independent service provider. No link with any Investment House or Insurer
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No sales pitch!
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No grow rich quick schemes
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Practical examples and course notes provided
We’re truly committed to Investor Education!
Comments from our recent Workshops
“Excellent”
“I have learnt so much!!”
“More courses – great.”
“Very knowledgeable presenters”
“Eye opener”
“Presentation was excellent”
“Course should have been conducted before we were told to indicate options on pension/provident forms earlier this year. Some of us did not make informed decisions.”
Investing For Tomorrow has presented to a range of companies on either retirement planning, tax planning or general budgeting, either in its own capacity, or on behalf of ICAS, the prominent employee-assistance company.
TAKE THE TEST
Do YOU know?
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If you’ll have enough to retire at any age, 50, 60, 70?
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How to tell a good unit trust fund from a bad one?
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Whether your investments are achieving the best possible returns for you? What effect marriage, divorce, retrenchment or death has on your investments and company retirement fund?
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How pension, provident, retirement annuity, preservation funds and endowment policies really work?
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The important and often subtle differences between various insurance products – death cover, disability, severe illness, impairment?
WITHOUT INVESTOR EDUCATION INVESTORS WILL ...
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Continue to see pension funds as forced savings plans to be accessed when they resign.
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Purchase investment products that are not suitable for their specific needs.
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Avoid investing because they don't understand how.
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Fail to plan properly for their future needs and retirement because they believe “it’s taken care of”.
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Lose money in poorly performing investments because they don't understand them.
WHY INVEST IN YOUR STAFF AS INVESTORS?
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Reduce anxiety & boost confidence and security when your staff reach retirement age or leave the company – they’ll know exactly what their options are.
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Reduce Pension/Provident Fund cash withdrawals.
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Reduce resistance to change, e.g. salary restructuring, retirement, salary to commission type earning, i.e. events that affect their financial status.
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Increase staff retention & encourage positive attitudes by providing your staff with useful life skills.
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Be seen as a caring employer, concerned with your staff’s financial well-being.
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Provide your staff with impartial investment advice & options.
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Workshops can be done on-site.
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Unlimited attendance per workshop.
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Designed for all levels of staff.
Better investors, better economy, better prospects