Financial Wellbeing and Empowerment Workshop
The definition of empowerment is compelling: the process of becoming stronger and more confident, especially in controlling one’s life and claiming one’s rights.
In this interactive workshop, Batya Shulman, a Partner at St. James’s Place Wealth Management, will leave the participants feeling included, more knowledgeable, empowered and with a plan in place to start taking control of their finances.
Participants will have the opportunity to think through their financial priorities, goals and objectives and then linking through to the information provided in the workshop.
Batya will work through four critical steps to becoming financially independent and how successful planning can assist in bringing the future into the present, so you can start doing something NOW!
Benjamin Franklin quoted a famous Chinese proverb from Confucius:
“Tell me and I’ll forget; show me and I may remember; involve me and I’ll understand.”
About the Speaker
Batya is a chartered accountant and licensed financial adviser with over 23 years international banking and financial services experience. Batya was previously a CFO at an Australian Bank prior to moving into Wealth Management.
Batya is passionate about empowering and educating on financial wellbeing and to be a trusted adviser that works with individuals, families and business owners to reach their long-term financial goals.