Asian Wealth Community in partnership with Blue Tree Savings is bringing you a series of financial literacy workshops for financial advisers & their clients (both for parents and children)
This coming workshop is specially tailored for Financial Advisers & Wealth Planners to help you start family conversation and share content which is important to your clients and their children.
While our school provide great academic training but our children don't get to learn about money, the important values of saving, investing, spending to develop good financial habits.
Now more than ever we have to teach our children about money.
Our first workshop will cover:
1. Share about financial literacy with parents and their children as part of financial planning
2. Age-by-age guide to teaching kids about money
3. How to teach your kids about INSURANCE
4. Starting client and sales conversation as a Family Adviser
About our speaker, Will Rainey
Will is a writer and speaker focused on helping parents teach their kids about money. He is also the author of the children's book, Grandpa's Fortune Fables.
Before starting Blue Tree, he was an award winning investment consultant and actuary. Advising some of the world's largest financial institutions on their long-term investment strategies.
First 10 Early Bird Registration & Payment of S$15 will also get for free Will's new ebook Grandpa's Fortune Fable.
We will send you the Zoom link and material upon payment.
Looking forward to partnering you for financial literacy.
Asian Wealth Community
HNW Club, Education & Events
https://www.asianwealth.org/hnw-club