This is StashAway’s Bring Your Own Lunch or lunch and learn event where you can listen to topics about financial planning and investing while you have your lunch!
We all have questions when it comes to planning our finances. “How much would I need to save monthly to purchase my desired house?”, or “How do I start building wealth to be financially free?”, or “How much should I set aside for my emergency fund?” Financial Planning Basics is here to provide you with some of those answers.
Financial Planning Basics looks at your current financial situation (including things such as your annual income, your bonus, and expenses) and assists you in making a plan for how much to save, spend, and invest for future needs and wants. Someone nearing retirement is going to have very different financial plans and goals than a middle-aged working professional or a university student.
Financial Planning Basics is part of our beginner series where you will get insights into managing your savings and planning for your different life goals.
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About the Speakers:
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 and International Tax Analyst for Tektronix, Inc.
He graduated from the University of Maastricht in The Netherlands with a Degree in International Business.