ASTILLEROS DE MALLORCA | Financial Awareness Workshop - UAM

24th Feb 2020

ASTILLEROS DE MALLORCA | Financial Awareness Workshop

Financial awareness workshop

23RD/24TH OCTOBER

Our financial well-being workshop helps you understand what is possible based on your priorities and preferences. Dan Ward and Tom Vjestica will take you through our Financial Awareness Workshop where you will be able to ask any questions you may have about savings, investments and managing your salary.

Tom and Dan will also take you through a number of savings personalities common within the Superyacht industry. This helps you discover how your personality type impacts your attitude towards risk, saving and expenses.

You will also leave the workshop with a better understanding of your financial well-being with our quick health check that audits your financial position and planning.

The workshop will cover:

  • key financial considerations for superyacht crew
  • the 3 pillars of good personal finance
  • understanding your risk profile
  • how to manage your taxes and your obligations
  • a quiz to test your new financial knowledge.

1-to-1 CREW MEETINGS

In addition to the Financial Awareness workshop the UAM team are going be on hand for the full two days to answer any financial questions you may have.
Booking your 1-to1 meeting is the perfect opportunity to get your questions answered, be it about banking, tax or savings. You can also use the meeting to create or update your documented financial plan.

 

Meeting Form