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Managing Lump Sums

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A one-hour awareness session that provides practical takeaways in a flexible timeframe
  • 1 Hour
  • Seminar
  • General Audience

Description

What’s the best way to use any lump sum you may receive? Let’s find out.
It’s not often we get a lump sum cheque that’s big enough to worry much about, but when it does happen we need to know what to do with it before it slips between our fingers. These days the problem with choosing where to put your money is that there are too many options!

This practical, easy to understand module walks you through those options, explains what to think about and helps guide you to the issues that really matter.

Structure

A 1-hour instructor led training session that combines lecture elements with a variety of engaging elements like Q&A, group discussion, as well as polling and chat functionality when delivered virtually