100WF Holds “Financial Planning 101″ Event

March 1, 2019 | 0 Comments

A recent event organised by 100 Women in Finance [100WF] offered its members “expert advice on financial planning, including a review of personal and pension investing and the importance of saving for the future.”

A spokesperson said, “A new year creates the perfect time to get one’s financial affairs in order and to take a fresh look at budgeting and personal spending – however it can be hard to know where to start. Last week, a discussion organised by 100 Women in Finance gave members access to expert advice on financial planning, including a review of personal and pension investing and the importance of saving for the future.”

John Bonvetti, Vice President, Private Banker, The Bank of N.T. Butterfield & Son Limited, Gillian Kersse, Financial Advisor, International Financial Planning Ltd, moderator Erin Williams, Investment Counsellor, Orbis Investments, Carla Seely, Vice President, Pension and Investment, Freisenbruch-Meyer Insurance Services Ltd. and Alison Morrison, Advisory Services at EY Bermuda and Chair of 100 Women in Finance in Bermuda:

100WF Finance 101 Bermuda March 2019

“The discussion was led by panelists John Bonvetti, Vice President, Private Banker, The Bank of N.T. Butterfield & Son Limited, Gillian Kersse, Financial Advisor, International Financial Planning Ltd, Carla Seely, Vice President, Pension and Investment, Freisenbruch-Meyer Insurance Services Ltd. and moderator Erin Williams, Investment Counsellor, Orbis Investments. During the session, guests were encouraged to prioritise their financial health in 2019, sharing valuable tips on how to invest and how much to save, as well as budgeting for family and educational goals.

“The event, sponsored by Orbis Investments, kicks off the first of a series of education events designed to offer a unique opportunity to develop through continued education.”

Alison Morrison, Advisory Services at EY Bermuda and Chair of 100 Women in Finance in Bermuda said, “This topic was relevant to everyone who attended as each person was at a different stage in their working life and the panelists did a great job covering all aspects of financial planning at any age. We are particularly grateful to Orbis for offering to host and sponsor a series of educational events for our members.”

“The next event in Orbis’ educational series will take place on March 5, 2019 ahead of International Women’s Day. The session will feature seasoned female professionals, offering insight on their career path and the predictable challenges that women encounter in their journey to leadership roles and board positions.

“To register for this event, please visit the 100WF website.”

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