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PLAN FOR 2021 MASTERCLASS

Would you like some extra peace of mind?

Learn how you can improve your overall financial well-being by planning for your now and tomorrow.

Created by CWPW Founders

  • Last Updated 4/1/21
  • English
BOOK YOUR PLACE
BOOK YOUR PLACE
CWPW-Financial Well-being Masterclass
PERSONAL | Professional | PRIVATE
"Financial Well-being and Planning plays such an integral part of our overall well-being. Planning for both now and for the future can provide you with peace of mind especially within uncertain times."
CWPW - Founders

What you'll learn:

Masterclass Part One

  • Mindset and Well-being
  • Planning framework
  • Personal Budgeting
  • Debt Management
  • Insurance & Protection
  • Saving & Investment Planning

Masterclass Part Two

  • ESG/Responsible Investment Planning
  • Tax efficiency Planning
  • Personal Income Tax Planning
  • Retirement Planning
  • Estate & Legacy Planning
  • Benefits of advice & Planning

Part One

Watch On-Demand Recording

Time 1hr 40 min

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Part Two

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Plan for 2021 Masterclass

Class Description: 2020 was a very challenging and eventful year for everyone. The Covid-19 pandemic has impacted many peoples’ lives financially, mentally, and physically.

Learning the basics of Financial Well-being and planning for both now and the future can provide peace of mind especially within uncertain times.

Watch the exclusive on-demand recording of Part One of our online ‘Financial Well-being & Planning’ masterclass. Explore some of the basics of Financial Well-being and key areas to consider when planning for your future.

This Masterclass Includes:

  • On-Demand Recording of Masterclass
  • Financial Health Check review
  • Intelligent Tax Check Review

Masterclass Hosts:

CWPW Co-Founder, Ashlea Atigolo

CWPW Co-Founder, Elemi Atigolo

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PLAN FOR 2021 MASTERCLASS

Masterclass FAQs

Welcome to the Plan For 2021 Masterclass.

Created and taught by the City Wharf Private Wealth founders.

The founders created this masterclass, as they believe that learning the basic fundamentals of planning, and financial well-being plays an integral part in our everyday lives.

This masterclass, therefore, has been created in order to help you learn the power of financial well-being, and some of the key aspects to consider when planning for, and steering through 2021.

Anyone who is interested in planning and improving their overall financial well-being.

The topics covered within the masterclass will include everything from Personal Financial Management, Saving, Responsible Investment Planning, to Pension Planning, and Estate & Legacy Planning.

By the end of this masterclass, the CWPW Founders hope that you will feel reassured and empowered to learn some of the key areas to consider when planning for now and your future.

Financial Well-being and Planning plays an integral part in our everyday lives; therefore everyone should have the basic knowledge to be able to improve their overall financial well-being through planning.

This Financial Well-being and planning Masterclass is taught by the City Wharf Private Wealth Founders, Elemi Atigolo and Ashlea Atigolo.

Financial Well-being Masterclass