We'll focus on building financial resilience, mastering the basics of budgeting and savings, and making pensions work for your long-term wellbeing.
1. The HR Mindset Applied to Money
- How strategic planning, data-driven thinking, and long-term vision can shape financial decisions.
- Creating your personal “financial wellbeing strategy.”
2. Financial Resilience: A Toolkit
- Emergency funds: how much, where, and why.
- Income protection and the importance of cash flow awareness.
3. Pensions: The Power Tool for Long-Term Resilience
- How much you really need to retire well (and how to know you're on track).
- Exploring private pensions and tax advantages.
- Compound interest in action.
4. Action Planning: Your Financial Fitness Routine
- Set personal financial goals with SMART structure.
- Build a regular check-in routine.
5. Bringing
- Financial Wellbeing in the workplace.
- Communicating pension value to employees.
Speakers bio:
Jelena Savonia - Chartered Financial Planner - Partner at Liberate Wealth
With over a decade of experience in financial planning and wealth management, Jelena is dedicated to helping individuals, families, and businesses achieve financial clarity and long-term success. Drawing on her background in business management and HMRC tax expertise, she offers a proactive, accountable approach to holistic financial planning.
Please note:
- Reminder emails will be sent to you the day before, with a further reminder on the day of the event.
- Photography and video production may be taking place at the event, and these images may be used in the CIPD newsletters.
- By attending the event, you are giving your consent for your image to be used on any CIPD promotional materials.
- As we are supplying refreshments, if you can no longer attend, please cancel your place either on Eventbrite, responding to this email.
- This event may include an external speaker who has prepared their own presentation. Any views or opinions expressed by the speaker are their own and do not reflect those of the CIPD.
- Please note that refunds for CIPD Non-Member tickets will only be available until 7 days prior to the event, any cancelled tickets after this will not receive a refund.
- If you require any reasonable adjustments to enhance your experience, please get in contact with us by responding to this email and we will do our best to accommodate.
