Wealth Angels
Empowerment Through Financial Literacy - In School or Online for Parents
Empowerment Through Financial Literacy - In School or Online for Parents
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The benefits of financial fluency within your parent community are extensive. Families and schools suffer from absenteeism from health issues due to the parents' financial stress.
Bring your parent community together and show you care with this live and fun mini-workshop.
Delivered in-school or online, it is designed to bring value to your parents and support their knowledge and development in making sound financial decisions.
Workshop Overview
- Engaging and interactive workshop addressing key finance topics
- 45 mins duration, delivered in person or online
Workshop Content
Part One: Superpower of independence and savings
Part Two: Confidence, financial personality and behavioural drivers
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Delivered by Rebecca Ellis
DIRECTOR AND TREASURER, PURPOSEFUL INNOVATORS CIC | FOUNDER/EDUCATOR, WEALTH ANGELS GLOBAL | ARIF QUALIFIED | SWISS-BASED INDEPENDENT FINANCIAL ADVISOR | FOUNDER, REBECCA ELLIS CONSULTANCY | CO-FOUNDER, BLUE TIGER EYE WELLNESS | CONSULTANT, HOUSE OF BEAU LLC | SWISS EX-INTERNATIONAL WOMEN'S RUGBY PLAYER | RCMG CERN WILD CATS WOMEN’S RUGBY PLAYER
Connect on LinkedInAbout Rebecca Ellis
Rebecca is a wealth management expert with a passion for her clients’ prosperity. She is a British citizen and has been living and working in Switzerland since 2007. With over 20 years of experience in international private banking and wealth management, she has worked for several firms in London and Zurich, her primary location is Geneva. Rebecca has worked with clients from all over the world, specialising in the African market.
Rebecca uses her expertise in the discipline of behavioural finance to help clients understand their emotions and make sound financial decisions that align with their financial needs and vision. Incorporating these practices since 2008, Rebecca’s clients benefit from a committed and long-term successful relationship with her, working directly, with their family offices or through their expert legal or tax advisors.
An ex-international sportswoman, Rebecca is a pro when it comes to team dynamics and high performance. Being involved in rugby XVs since 1998, she is an active player for RC Cern Wildcats female XVs and Leman Flames 7s teams.