AmCham, in conjunction with BNY Mellon, is pleased to bring a series of three financial literacy workshops to attendees on September 12 (Building blocks of solid financial health), October 10 (Emotions and money) and November 7, 2018 (Planning for retirement/transition of wealth/building a legacy).
Financial management is not rocket science - but becoming financially savvy should be high on everyone's priority. In the introduction workshop, we will address the principles of financial planning including goal-setting, budgeting, cash inflows vs outflows, income generation, asset classes, investment horizons, risk and reward preferences, tax considerations, and other pertinent topics related to wealth planning.
First 15-20 minutes is for networking
Sandwiches and beverages included
- LIMITED TO 20 PEOPLE, MEMBERS ONLY
- PRIORITY WILL BE GIVEN TO WOI MEMBERS