StashAway: Financial Planning 101

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A discussion series led by StashAway covering the Financial planning framework.

About this event

The StashAway Financial Wellness Program is designed to support your employees with the financial acumen necessary to make empowering short-term and long-term financial decisions.

Created on the premise that financially confident individuals are more productive employees and citizens, our in-person seminars and workshops educate and equip your employees with effective budgeting, saving, and investment strategies so that they can efficiently maximise their personal finances.

Financial Planning Basics [Module 1]

In Financial Planning Basics, your employees will embark on a journey that takes them through the **5 essential steps of financial planning**:

- How to determine your current financial standing

- How to identify life goals and assess how much they will cost

- How to develop a strategic action plan to reach these goals

- How to set up additional safety nets for you and your loved ones

- How to review and revise your financial plan when necessary

Who should join?

- Upper-level management looking to empower employees with better financial decision making skills

- Individuals who are curious in financial planning

By the end of the module, participants will be equipped with the tools to manage their personal finances confidently. This module serves to establish a basic understanding of one’s personal financial health, and prepares participants for [Module 2: Investing Basics], which covers investing essentials.

Marilyn So is the Head of Business Development at StashAway HK.

After completing her undergraduate degree, Marilyn started her career at Barclays Capital covering private banks in a multi-asset sales team for over 5 years in Hong Kong. Subsequently, driven by her curiosity in technology, she moved to Charles & Keith to drive digital transformation for the group and build the e-commerce business focused on the US market.

Marilyn holds an MBA from Columbia Business School and a BA double major in Economics and East Asian Languages and Literature from Smith College.

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Organizer Xccelerate

Organizer of StashAway: Financial Planning 101

Founded on the vision that the greatest opportunity for improving lives is education, Xccelerate aspires to reinvent tech education to address the colossal talent challenges in Artificial Intelligence, Software Engineering, Data Science & Machine Learning, Blockchain and UX Design. We drive outcomes for individuals and enterprises by leveraging expert instructors, proprietary curriculum and a unique blended learning pedagogy.

Our campuses pioneer teaching innovation with graduates forming a unique talent pipeline for leading start-ups and MNCs to solve hiring challenges. Our learning and training platform empowers other organisations to keep ahead with technology acceleration.

Till date, Xccelerate has trained 3,500+ professionals and boasts a 91% hiring success rate in our immersive programs. We have powered enterprise training and graduate placements to various industry leaders including IBM, Johnson Electric, CX, AXA, Veolia,, Standard Chartered, and ANX.

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