That's an ok starting point but consider this: if they are hopeless with their money the recommendations for how to save for children's education will be useless. They don't have the financial competence to implement the recommendations.
No matter what stage in life you are it is your current level of financial competence that determines the strategies that are right for you right now.
So rather than creating a workplace program based around life stage create one based around their stage of enlightenment and competence.
You can start by creating a program around The Six Stages of Wealth Creation. Most people sit within the first three stages so you can quickly cover a lot of people. Watch my brief presentation below for an insight into the different stages of competence.
A great starter presentation in your organisation is one built around helping people identify their stage of competence. (For example my presentation "Money for Life".) Your follow-up programs can then be targeted to the needs of each stage. By doing so you'll get the right people in the room because they'll know where they are at.
The Six Stages of Wealth Creation
View more webinars from Empowered Wealth Pty Ltd
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