@Your CORE... with Carolyn James
Time & Location
About the Event
Join us for this week's @Your CORE event where Quest Sage Carolyn James will be leading the meet-up
Topic: 'Crafting Your Roadmap for Financial Wellness'
Postponed to 5th Jan. 2021
Join the conversation as Carolyn James, MBA, 40 years in Banking & Finance and former Head of Client Services at the Trust and Asset Management Arm of one of the largest conglomerate banks in T&T and recently retired Fund Manager of a leading investment company, shares her wisdom, going into depth on what 'Financial Wellness' means and how you can improve your Financial Wellbeing.
Financial wellness means taking steps to live within your financial means and planning for future financial health. You can do this by planning financially, creating a budget and learning to be a good consumer. It is an important component of the circle of individual wellness which includes Spiritual, Emotional, Intellectual, Physical, Social and Environmental.
Closing the most disruptive year in most of our lifetimes within just a few weeks, I have asked Carolyn to be our next Sage to share her wealth of wisdom (pun intended) with us at our next @Your CORE LIVE.
Carolyn will speak on the importance of business and personal project budgeting and funding and the importance of planned scenarios which enable us to safeguard and pivot when the unexpected takes place.
It can be particularly challenging to maintain Financial Wellness, especially in such uncertain times, so, Carolyn will be discussing;
- What are the 5 key steps for successful Financial Planning?
- Why is Financial Planning SO important?
- Confronting and taming the financial 'Dragons'
- How to write a financial plan that will help you
Who is Carolyn James?
Carolyn is originally from Dominica and migrated to Trinidad and Tobago (T&T) several years ago.
During her working career in the financial industry, Carolyn attained a wealth of knowledge and experience having worked for several years at one of the largest local and regional conglomerate banks and subsequently at a leading Securities company in T&T which included the areas of mutual fund management, wealth/portfolio management, Stock and Bond brokerage, Fixed Income investments and Lending products. She recently retired as Fund Manager. She has had cumulatively 40 years experience in banking and finance.
Carolyn holds an Associate degree from the Institute of Bankers of Trinidad and Tobago and Masters in Business Administration from the Heriot Watt University, Edinburgh, UK.
During her working career, Carolyn developed an insatiable passion for banking and finance and established several long term client relationships both retail and institutional.
Post retirement, she is currently the Corporate Secretary of the Mutual Fund Association of Trinidad and Tobago of which the membership includes all the Mutual Fund providers in T&T (i.e. banks and non bank financial institutions).
She is the Director/Treasurer of Catalina Court Limited which manages a block of condominiums
She is also a member of the Soroptimist International Club of Port of Spain whose mission is to transform the lives and status of women and girls through education, empowerment and enabling opportunities.