Financial wellbeing week : What is financial wellbeing and why it matters
Date and time
Location
Online event
What is financial wellbeing and why it matters
About this event
For financial advisers only
Financial wellbeing is a frequently cited buzzword.Why is that? What does it mean for you and your business? How can you (and your clients) benefit from a financial wellbeing focus, and how can you talk to your clients about financial wellbeing?
We’re here to help. Join us on 13 June at 11am for a free educational webinar. Industry experts Dr Tom Mathar of Aegon UK and Chris Budd of the Initiative for Financial Wellbeing will discuss a range of topics.
• An advisers’ evolving value proposition and how financial wellbeing fits in.
• What financial wellbeing is (The 5 money and 5 mindset blocks that make up financial wellbeing).
• The commercial benefits of pursuing a financial wellbeing agenda.
• How to present your financial wellbeing credentials to existing and prospective clients.
What else is on in wellbeing week
We’ve got great sessions planned throughout the week, covering all the topics you need to get started with financial wellbeing.
Each webinar can qualify for 60 minutes of structured Continuing Professional Development time, subject to verification, we'll post a link to the certificate in the webinar chat function towards the end of the webinar.
Wealth planning for the next generation
Dr Tom Mathar, Head of Aegon UK’s Behavioural Research Centre, Elaine Cruickshank, Tax and Trust Manager and Martin Haggart, Technical Pensions Manager at Aegon UK
When: Monday 13 June, 4.15pm - 5.15pm
Connecting beliefs and investments
Hilkka Komulainen, Aegon UK’s Head of Responsible Investing and Julia Dreblow, Founding Director of SRI Services
When: Tuesday 14 June, 11am-12pm
Protection: Providing a strong financial safety net
Dr Tom Mathar, Head of Aegon UK’s Behavioural Research Centre and Lauren Brewer, Protection Development Manager at Aegon UK
When: Wednesday 15 June, 2pm - 3pm
