Financial Toolbox: Get savvy with investments
Event description
We will be hosting eight virtual workshops covering all the vital areas everyone should be in control of.
Our final virtual workshop in this series will be on INVESTMENTS.
Why spend your time worrying whether you can beat the markets? you don’t need to beat them to be a successful investor!
With straightforward and jargon-free guidance, Andrea Bok simplifies the often complex world of finance and will help de-mystify the world of investments for us.
Some points that will be discussed, but not limited to:
- How to approach investments
- Types of investments
- Explanation of different asset classes
- What are franking credits and how they work
- Investment psychology and how it plays a part in wealth creation
- Investment terms to understand
- Pointers when considering investing
PRESENTER BIO: ANDREA BOK
Andrea Bok has more than twenty-three years’ experience in helping individuals and businesses build and manage their wealth. Andrea began her career as a Chartered Accountant and Auditor at Coopers & Lybrand (now PricewaterhouseCoopers), providing her with a deep understanding of company financials. Her background means that she brings a forensic view of the markets which she combines with Morgan Stanley’s global research capabilities to unlock unique investment opportunities for her clients. Before joining Morgan Stanley in 2009, Andrea worked as a financial adviser at Macquarie Bank for twelve years.
Andrea holds a Bachelor of Commerce from the University of Western Australia and is a Fellow of Chartered Accountants Australia & New Zealand. Andrea is a Board Member of Financial Toolbox, heading up the Everyday Women Workshop Sub-Committee. Outside of work, Andrea is kept busy by her three insatiable children.
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TICKET INFORMATION:
We will be delivering eight virtual workshops in this series, on offer we have the individual workshop ticket option, as well as a bundle ticket option which encompasses all eight workshops at a discounted rate. Please select the ticket which best suits your needs at the checkout. There are only 100 tickets per workshop on offer – so get in quick!
IMAGES & VIDEO DISCLAIMER:
Please be advised that this live virtual ZOOM workshop will be recorded, and the presentations and other images will be saved in the Financial Toolbox library for future training purposes. If you would prefer that your image is not used in the recording, once the ZOOM workshop has started, hover over your video (bottom left of your screen) and click the ellipses button in your video to display the menu, then choose "Hide Self View". Please note you will still be able to see your ‘handle name’ (the name you signed in with) and you will still be able to ask questions.
DISCLAIMER:
All of our workshops are hosted by our expert volunteers from Chartered Accountants Australia & New Zealand and other specialist firms. Our presenters are independent and unbiased as we have no affiliation with any financial or legal organisations. Financial Toolbox presentations have been prepared for general information purposes only. Accordingly, no recommendations (expressed or implied) or other information should be acted upon without obtaining specific advice from an authorised representative. Check Financial Toolbox our profile for more information on all of our workshops offered.