Smart & Savvy Financial Planning

In this volatile and unpredictable world, there has never been a more important time for people to have smart, savvy and sound financial plans.

SwedCham is happy to welcome Batya Shulman​, Partner at St. James's Place Wealth Management​, to our Zoom room for this session on financial planning. The event is part of the Women4Women's financial series.

Ms Schulman will discuss the three pillars of wellbeing and why it is important to adopt a holistic approach to financial planning to provide that ultimate peace of mind. Participants will have the opportunity to think through their financial priorities, goals, and objectives and to link these to the information provided in the workshop. This includes the four critical steps on your financial planning and financial independence journey.

Key takeaways:

1) Understanding of goal setting and determining personal financial goals and objectives

2) Financial stock take exercise

3) Steps to developing a personalised holistic financial plan

4) Action plan on next steps.

Agenda:

• 8:30-9:15 Presentation by Batya Shulman​, Partner at St. James's Place Wealth Management​
• 9:15-9:30 Q & A.

Log-in details for the webinar will be sent to registered participants prior to the event.