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StashAway Academy: What is your Financial Plan B

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The Executive Centre, Frasers Tower

182 Cecil St, 17th floor, Singapore 069547

Singapore, Singapore 069547

Singapore

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Being unprepared to deal with emergencies when they occur can lead to a whole host of problems such as going into debt, bankruptcy etc. In order to be prepared for these unforeseen circumstances in the future, it is vital to have a Financial Plan B in place to tap into, should the need arise.

Being prepared means safeguarding your loved ones -

  • Planning the management of your estate in advance can mitigate potential confusion and discontent in the future

  • Trusts allow you to set aside your savings to secure the financial future of your beneficiaries.

“What is your Financial Plan B” is part of our expert series and it takes you through the importance of having a Plan B as well as various instruments you can employ in creating your Financial Plan B.

Doors will open at 6:45pm.

By registering for this event, you are giving permission to receive occasional email communications from StashAway on our products, marketing and events. We promise to send only good stuff. However, if you ever wish to opt out, you can easily unsubscribe using the Unsubscribe feature included in the emails.

In some of the venues, we are required to share the attendee list with third parties to expedite your entry to the building. They might include the Event host, building security, among others. Your information will be held in the strictest confidence and in line with the PDPA. Please note that by signing up for a ticket, you are agreeing to this terms.

StashAway Academy

We understand that managing your personal finances can be a daunting task. With so many topics to cover such as retirement, budgeting and investing your wealth, it can be very confusing for those who have no proper guidance. At StashAway, we have set up our very own academy in order to share our knowledge with people like you: those who want to take control of their finances.

We provide education and training programmes for beginners, intermediate learners, and even professionals. These courses cover a wide range of topics that can help you to take control of your financial future and apply what you have learnt to real problems you may face in your day-to-day life.

Beginners will be exposed to core financial concepts through a variety of courses, such as "Basics of Financial Planning".

For those with a stronger understanding of their finances, we will cover topics on investments such as Introduction to Risk, Exchange-Traded Fund (ETF) and Basic Rules when Selecting Investment Products.

As for the more experienced ones, we will share with you about StashAway’s Advanced Investment Framework: on it’s risk and returns, asset allocation and ETFs as well as the economic cycles that exists as one of the core pillars of our investment strategy. Not only that, the academy will educate you on the importance of having a financial Plan B under these expert-level courses.

We are here to provide you with answers for your burning questions on finance. We will assist you in managing your resources as well as in implementing your financial plan to reach your financial goals. With StashAway Academy, you can get started on taking control of your finances, today.



About the Speakers:

Michele Ferrario, Co-founder and CEO of StashAway

Michele spent half of his career in and around financial services, as a consultant to large financial institutions at McKinsey & Co., and then as a Private Equity investor. He then spent the second part of his career building consumer internet companies, most recently as Group CEO of ZALORA, where he was responsible for it growing 15x and becoming the undisputed leader in the market.

Michele holds an MBA from Columbia Business School and in 2016 was invited by Singapore’s Minister of Finance to be a member of the Singapore's Committee for the Future of the Economy.


Philipp Muedder, Head of Partnerships, StashAway

Prior to joining StashAway, Philipp a worked in various Financial Services roles most recently as a senior relationship manager at Fisher Investments.

Before that he acted as a Director of Business Development at Worldview Advisors (formerly Maxim Global Wealth Advisors) and a Wealth Manager at Morgan Stanley in Portland, USA.

He graduated from the University of Maastricht in The Netherlands with a Degree in International Business.



About StashAway

StashAway is a digital wealth manager that seamlessly builds personalised portfolios for you based on your personal characteristics and preferences so that you can reach your goals sooner than with other savings and investing methods.

We built StashAway assuming that you would want decades of experience behind your money, a device-agnostic and intuitive digital user interface, annual fees between just 0.2% and 0.8%, unlimited withdrawals, deeply advanced investment strategies, and real-person customer support.

www.stashaway.sg


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Date and Time

Location

The Executive Centre, Frasers Tower

182 Cecil St, 17th floor, Singapore 069547

Singapore, Singapore 069547

Singapore

View Map

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