Financial Wellness Training

Lunch Money

Great companies love adding value to their employees’ day. Getting new and practical advice while they’re enjoying their sandwich is a great way of combining lunch and learning!
 This one-hour talk is aimed at employees who want to learn about personal finance and budgeting.
It separates ‘mindful’ and ‘mindless’ spending. It is about taking control of your money rather than have it controlling you.
Do you feel ‘mugged’ at the end of the month? Wonder where your money has disappeared to? Feel everyone else is managing their cash better and you never have anything left over for the nice things in life?
This is about creating a new mindset around the mysteries of finance and it’s a game-changer!

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Ready for Retirement?

Are you ready for retirement or just ready for your pension? Many employees reaching their later years are only thinking of the latter, but preparing for your ‘third age’ is vital.
This one hour talk is aimed at employees 5 or 10 years out from retirement (55 – 60 age group). It looks at how pensions work, how tax in retirement works and helps employees in this vital bracket make decisions for retirement, not just for their pension!
Great companies and pension trustees know that ‘duty of care’ to employees for their well earned retirement doesn’t just start when the pension kicks in. It begins many years before.
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Wills and Inheritance

Whether it’s the family home or a farm with ‘road frontage’, property has always been a hot topic in Irish families for generations. When it comes to the two certainties in life – death and taxes – Sinead’s talk on how to plan, prepare and pay for them, navigating the laws and Revenue rules on bequests, gifts and inheritances will guide your colleagues through the process smoothly. With a live Q&A, it’s surely to be topical and lively.
Book this one-hour course now using the contact form.

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Your Trainer:  Sinead worked in financial services for 15 years prior to becoming a consumer journalist. She qualified as an Associate of the Chartered Insurance Institute, and Life Insurance Association, by examination and spent 5 years as an Examiner with the LIA. She spent 8 years as a trainer in taxation, finance and insurance with Canada Life. Sinead was appointed a Member of the Pension Council, a Government advisory board in 2016

“Sinead has chaired a number of conferences for us in the personal finance area and both our clients and us have been delighted with her work. Her experience, professionalism and depth of knowledge is evident in her comfort on stage and her ease in delivering strong audience engagement. Her ability to interview (and where necessary to interrogate) and extract the maximum from panellists, even where they’re not that comfortable in the limelight, is excellent. She has also hosted a number sales and customer interaction training session for our clients. Sinead has an ability to simplify the issues, hook in the participants and deliver excellent and effective sessions.” 
Peter Mitchell
Business Talk, PR & Communications

“We are delighted to have Sinead involved in speaking at our 50 Plus Expo’s and contributing articles in our magazine, SeniorTimes as the feedback we get from visitors and readers is that she provides a clear, no nonsense financial and consumer advice that’s very relevant to our audience. We look forward to working with Sinead for all our future events”
Brian McCabe
50Plus Expo

“Sinead is a highly professional communicator. Her clear, concise style in media training gives confidence to those eager to perform in public to the best of their abilities”
Shane Ross TD
Minister for Transport