"A Roadmap to Your Successful Financial Future" series. Workshop 1: Set a path and know your starting point

March 23

We are pleased to invite you to a series of general financial education workshops for A Roadmap to your Successful Financial Future. The series will go in depth on basic financial knowledge, including investment vehicles and account types, personal financial statements, setting financial goals, and how to use your current financial situation to implement a successful path towards your retirement. The sessions are scheduled for:

 

March 23          Set a Path and Know Your Starting Points

April 6             Map out Your Path

April 20            Rerouting, Side Trips and Navigations

 

On March 23, we will discuss:

 

  • How to evaluate and determine your future financial goals?
  • How to obtain the tools to build your financial roadmap, plan for retirement and beyond?
  • How to create personal balance sheets and income statements?
  • Investment vehicle basics and account types.

The speakers will be from member company Reilly Financial Advisors, Jason Watters and Gabrielle Reilly, Vice Presidents Europe.

 

The workshops will begin at 9:30 a.m. in the AmCham Boardroom (Spektrum Tower, ul. Twarda 18, 16th floor).

 

R.S.V.P. barbara.pocialik@amcham.pl

 
 
American Investor

The American Investor

The American Investor is the official quarterly publication of the American Chamber of Commerce in Poland. It is a voice for foreign investors and the business community in Poland,...

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