Practitioner workshop | Session 11: From Planning to Prosperity: Key Insights into Wealth Management and Financial Well-being

This session will provide an in-depth look at holistic wealth management, focusing on combining multiple quantitative and qualitative strategies for long-term financial well-being. Participants will explore the value proposition of wealth management, including strategic planning, investments, risk & tax management, while also examining key challenges such as inflation, market volatility, and income planning. Through real-world examples and financial forecasting tools, the session will highlight how individuals and families can navigate financial complexities and build lasting financial security.