Jingle All the Way To Financial Freedom

Jingle All the Way To Financial Freedom

This essential training programme is not merely a session; it is a transformative investment in the future of your workforce. By enhancing their financial literacy and management skills, you are not just gifting your employees with knowledge, you are empowering them to take charge of their financial destinys plans and priorities.

This training initiative aligns with our commitment to fostering a thriving workforce in Trinidad and Tobago, creating a culture of financial wellness that ultimately benefit the entire organsation. As Warren Buffett famously said, "Do not save what is left after spending; instead, spend what is left after saving." This philosophy cultivates proactive financial planning and prioritises savings, laying a solid foundation for long-term financial health.

Together, let us show your employees the path to financial empowerment!

TOPICS TO BE COVERED

Financial Management & You

  • Pre-Training Activity

Where are you today with your money?

  • Budgeting 101
  • Managing expenses
  • Savings vs investing
  • Systems and tools that can assist
  • Personal Balance Sheet

How did you get there?

  • Psychology of money (beliefs and behaviours)
  • Money Myths

Where do you want to be?

  • Setting and achieving your goals

Debt and its functions

  • Good debt vs. Bad debt?

 

Date: Thursday, 5th December 2024 | Time: 9:00 a.m. - 12:00 noon

Cost (per person): $600.00 plus vat (ECA Members) | $840.00 plus vat (Non-Members)

Group Discounts Available!

FACILITATOR

Ms. Gail Roberts
Financial Services Professional

Gail Roberts holds a double First-Class honours degree in Mathematics and Economics from the University of the West Indies. Ms. Roberts also holds the Diploma in Actuarial Techniques from the UK Institute of Actuaries. In addition to actuarial and pensions consulting, she has over 20 years’ experience in developing and delivering seminars and workshops on retirement and financial planning to employees, managers, trustees, unions and management committee members.

Event Information

Event Date 05/12/2024 9:00 am
Event End Date 05/12/2024 12:00 pm
Individual Price Members: $600.00, Non-Members: $840.00 (plus vat per person)
Location Online - ZOOM Meeting

We are no longer accepting registration for this event