A free educational presentation on retirement and investment planning as a corporate service to company staff as a part of the company’s employee assistance program.

Our presentation is straightforward and easily comprehensible, encouraging individuals to save for the future and to avoid uninformed investment decisions that have serious financial repercussions for the investor and his/her family. Our corporate presentation is far broader than one which an employee benefits administrator would provide, in that we do not confine the presentation to the company pension or provident fund.

We believe that this course would be highly beneficial to the majority of company staff as the course covers the features and suitability (or inappropriateness) of the various investment products on the market today as it is structured to take one through an investment journey from the time that one begins to work and earn a living up until the time of retirement when the journey is complete and even beyond to the time of death.

We also deal with the implications of the various pit stops on that journey such as marriage, divorce, resignation, retrenchment. At times when the markets are exceptionally volatile, we highlight and explain the extent of control that investors have over their investments, and how their investments should be handled in times of poorly performing markets.

The course is a free, purely educational service that is presented as a company service to its staff.