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Wealth Angels

Empowerment Through Financial Literacy 2-Hour Workshop

Empowerment Through Financial Literacy 2-Hour Workshop

$795.00
$795.00
Sale Sold out
Tax included.

The benefits of financial fluency across your employee population are extensive. Individuals and employers lose billions due to lost productivity, absenteeism, and higher healthcare costs due to an employee’s financial stress.


Download the DEI Case for Financial Wellness


Workshop Overview

  • Engaging and interactive workshop addressing key finance topics 
  • 1.5-2 hours duration, delivered in person or online


Workshop Content 

Part One: Superpower of independence and savings
Part Two: Confidence, financial personality and behavioural drivers
Part Three: Manage financial and legal challenges from life events
Part Four: Tools for securing the future
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Rebecca Ellis

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

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About 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.