Caribbean Development Bank
Empowering staff to take charge of their financial lives:
The Caribbean Development Bank recently conducted a series of workshops and seminars for staff members entitled, Planning a Successful Retirement and Life-cycle Financial Planning. Staff were empowered to take control of their financial lives.
Interactive modules included:
Planning a Successful Retirement
• Proper Mental Perspectives
• The Financial Challenges of Ageing
• Goal Setting
• Employer Sponsored Benefits & Other Retirement Instruments
• Forecasting the Retirement $ Need
• Appropriate Financial Tools
• Estate Planning and Will Preparation
Life-cycle Financial Planning
• Financial Planning - The Process
• Setting Personal Goals and Life-cycle Financial Planning
• Personal Financial Diagnostic
• Developing a Strategy - Case Study
• Debt and its Function
• Savings and Investments
• Concepts of Risk & Wealth Accumulation
Many sought personal financial consultation from our experienced and qualified financial consultants, and were elated with the results.
Here’s what participants had to say……….
A remarkable seminar. The knowledge gained has given me a greater leverage on my financial planning
A remarkable session, it caused me to think differently about my goals.
The information shared will aid me in planning decisively for my future
This seminar was tailored for all, even those without a financial background
This seminar was well structured and informative. Facilitators were very knowledgeable.
I wish I had this information 10 years ago. Nevertheless, I will endeavour to share this with my child.
My retirement planning is now guided by sound financial principles.
Participants actively engaged in financial workshop
Associate Financial Consultant - Rhonda Reid-Hylegar, conducts interactive session
Mrs. Hylegar enters CDB for seminar
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