Financial Planning

Find Out Why These Guys Keep Contacting You!

Become Financially Literate

Objectives

This workshop is designed to provide you with an understanding of Financial Planning and its use in Wealth Creation.

Outcomes

Understanding the role of Financial Planners in your business risk management program
Understanding Insurance basics. i.e. Underwriting Risk, Proposals, Claiming
Understanding Policy differences – Risk versus accumulation

Resources

Workshop notes
Financial Planning hints and tips
Access to some of Australia’s leading financial planning specialists

Facilitators

John Burkhardt – Christian Business Coach, Gold Coast-Sunshine Coast-Toowoomba, Australia.

Stu Banks – Professional Investment Services - Authorised Representative

Financial Planner, Gold Coast, Australia

Tags: Business Consultant, Business Workshop, Financial Planner, Gold Coast, Stu Banks

Author: John Burkhardt

With broad experience in Business, John brings over 25 years of extensive experience in Sales, Business Management, Administration, Systems Design and Marketing. In addition to being a Certified Coach and FACE Communication Facilitator, John also holds Diplomas in Business Management, Administration, and Financial Services.