Serene Ong Shwu- Yng’s Post

📚Join our Lunch & Book Talk with Ruth Shaber, MD, Co-author of The XX Edge ⏱ When: September 17th from 12-2pm ET 📍Where: Trillium Asset Management, 1 Congress Street, Ste 3101, Boston, MA 🎟 Register to attend here: https://lnkd.in/ef_3v2pi Join Dr. Ruth Shaber, an inspirational philanthropist and change-maker, to discuss her journey from physician to change-maker and her book, The XX Edge. The XX Edge highlights how beneficial it is when women are involved in financial decision-making. “What most investors don't realize is that when more women are involved in financial decision-making across all entities that make financial decisions (including governments, private and public companies, investment funds, real estate development, and individual households), money is managed more efficiently and effectively, investments are more profitable, and companies and governments make better decisions that benefit individual investors and, ultimately, the overall economy.”  —The XX Edge We encourage you to read The XX Edge in advance of the event to get the most out of the discussion, but it is not required to attend; we promise you will find  the community and discussion inspiring either way! #womeninleadership #financialinclusion #investing #impactinvesting #genderequity #boston #socialimpact #diversityandinclusion

Many women want to maximize a return on their investment ROI but just aren’t sure how to get there. Growing a real estate portfolio and building lasting wall can be overwhelming. What if you could: 👉 Gain clarity on your goals and identify roadblocks holding you back? 👉 Learn powerful strategies from experts in the field? 👉 Connect with a supportive community of like-minded women on the same path? The WBC wealth building retreat Will support you to reach your financial goals with actual investments and wealth strategies in an intimate setting in Austin, Texas. We'll dive deep into ROI optimization to: ✅ Gain access to smarter investments. ✅ Learn where your investments can make you money the money. ✅ Develop the confidence and clarity to achieve your goals faster. Spaces are limited and I’m not sure when the next retreat will be scheduled. Click the link in our bio to learn more and reserve your spot with $500 off. #WomenInWealth #WealthBuildingWomen #FemaleInvestors #InvestLikeAWoman #WomenWhoInvest #SmartWomenRicherFuture #FinancialFreedomForHer #EmpowerWomenInvestors #WealthyWomenMindset #ElevateHerWealth #WomenAndWealth #SheInvests #HerWealthJourney #WomenCreatingWealth #FemmeFinance #LadyLandlords #RealEstateWomenWin #WealthyWomenNetwork #BoldWomenBuildWealth #FinanciallySavvyFemales

Joining Forces to Elevate Financial Literacy and Sustainable Investing🌍💡 Change isn't just about individual effort—it's about teamwork. Did you know that organizations with high levels of collaboration are five times more likely to excel? Togetherness is key, especially when it comes to empowering people to invest not just their money, but also their values. Those who know me understand my deep passion for sustainability and gender-lens investing. That's why I'm beyond excited to join forces with Dr. Marta Ra, a pioneer in sustainable investing, and a dear friend and colleague whom I greatly admire. Together with our organization, the Women In Sustainable Finance International network, and SmartPurse - Financial Education Experts, we’re committed to making a difference with our new partnership . 🌱👩💼 Here’s how we’re making it happen: 1️⃣ We’re enhancing financial literacy among WISF members by offering exclusive access to SmartPurse’s VIP Coaching and Masterclasses at a discounted rate. 2️⃣ We're co-developing joint financial literacy programs with a special focus on sustainable investing - stay tuned, a lot more to come here! This partnership is a great next step forward in a growing collaborative effort among thought leaders like Efi Pylarinou, Dr. Karen Wendt, Therese Faessler, Dr. Luba Schoenig, Mahnoosh Mirghaemi, Marion Fogli and many more. Together, we’re on a mission to scale financial literacy across Switzerland and beyond. 🚀 If you would like to join us to make a difference with financial literacy, DM me or comment below. Let’s invest in a better, more sustainable future. 🌟💪 #FinancialLiteracy #SustainableInvesting #Collaboration #WISF #SmartPurse #InvestInValues #WomenInFinance #GenderLensInvesting .

INVESTING BASICS On tonight's Women & Money Montreal Zoom session we'll be going back to basics to talk about investing basics. Who is this Zoom geared towards? ✨️ Those who have a fear of investing and prefer to stick with high interest savings accounts, GICs, or even just leaving their money in a checking or savings account ✨️ Those who get overwhelmed by investing jargon and all the different investment options ✨️ Those who've started investing on their own but not sure if they're "doing it" correctly Unable to attend? Sign up to our newsletter to receive a full recap of each Zoom session including tips, tricks, and tools shared during the hour. To sign up, please DM me or email me at lin@linsok.ca. Hope to see some of you later! #financialliteracy #womenandmoneymtl

Many women want to maximize a return on their investment ROI but just aren’t sure how to get there. Growing a real estate portfolio and building lasting wall can be overwhelming. What if you could: 👉 Gain clarity on your goals and identify roadblocks holding you back? 👉 Learn powerful strategies from experts in the field? 👉 Connect with a supportive community of like-minded women on the same path? The WBC wealth building retreat Will support you to reach your financial goals with actual investments and wealth strategies in an intimate setting in Austin, Texas. We'll dive deep into ROI optimization to: ✅ Gain access to smarter investments. ✅ Learn where your investments can make you money the money. ✅ Develop the confidence and clarity to achieve your goals faster. Spaces are limited and I’m not sure when the next retreat will be scheduled. Click the link in our bio to learn more and reserve your spot with $500 off. #WomenInWealth #WealthBuildingWomen #FemaleInvestors #InvestLikeAWoman #WomenWhoInvest #SmartWomenRicherFuture #FinancialFreedomForHer #EmpowerWomenInvestors #WealthyWomenMindset #ElevateHerWealth #WomenAndWealth #SheInvests #HerWealthJourney #WomenCreatingWealth #FemmeFinance #LadyLandlords #RealEstateWomenWin #WealthyWomenNetwork #BoldWomenBuildWealth #FinanciallySavvyFemales

Consider joining our Webinar on March 19th to help women achieve financial success.

💷 Money talks – want to learn how to navigate your risk appetite to make smarter financial decisions? Join us for a dynamic and thought-provoking panel discussion on: “Money & Investing: Love it or loathe it?” at The Modern Woman Show on 25th April. Our panel of experts will explore key areas such as: 💸Learning how to assess and navigate your risk appetite to enable smarter financial decisions when raising investment 💸Organic growth vs External Investment – exploring the pros and cons and considerations of each approach 💸Making your Money go further and maximising your finances for both personal and business growth 💸Diversity in tech – the importance of diversity in driving innovation and investment within the tech industry Don’t miss this opportunity to gain valuable insights, actionable learnings and practical tips. Secure your tickets here: www.modernwoman.co/show Rosie Coxshaw  #modernwoman #womensnetworking #womeninbusiness #womenentrepreneurs #womenandinvesting #workingwomen #womeninspiringwomen #businesswoman #inspireinclusion #womeninbusinessuk #hardworkingwomen

𝗪𝗼𝗺𝗲𝗻 𝗮𝗻𝗱 𝗪𝗲𝗮𝗹𝘁𝗵 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁: 𝗘𝗺𝗽𝗼𝘄𝗲𝗿𝗶𝗻𝗴 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗜𝗻𝗱𝗲𝗽𝗲𝗻𝗱𝗲𝗻𝗰𝗲 Are you ready to take charge of your financial future? Today, more women than ever are stepping into the world of wealth management, transforming their financial landscapes. Financial independence is no longer a dream—it’s a choice, a strategy, and a path to long-term success.  Understanding investment tools like mutual funds, SIPs, and equity not only builds wealth but also secures a future free from financial constraints. By embracing personalized financial planning, women can create diversified portfolios that align with their unique goals. Let’s break the barriers and foster an environment where women lead with confidence in their financial decisions. With the right guidance and knowledge, the road to financial empowerment is paved with informed choices, strategic planning, and a bold vision for the future. Take control of your wealth—your financial independence starts now! #SIP #investsmart #wealthgrowth #financialfreedom #smallstepsbigdreams #womenempowerment #womeninfinance

In an interview with Investment News, my colleague Mona Mahajan, Edward Jones Principal and Senior Investment Strategist, talks about the sandwich generation – both the pressure they're under and how they can boost their financial confidence. Here are three takeaways from the conversation: 1. Women in the sandwich generation are focused on short-term finances, including paying for their basic needs and covering expenses for those they’re caring for. 2. There’s an opportunity cost for this group, as many women take a step back (or even step out of) their careers due to caregiving duties. This loss of income can have a long-term impact on savings. 3. More than half of women in a new Edward Jones survey believe they’d be more confident in planning for their financial future with the help of a financial advisor. This is an opportunity for our industry and something we've seen play out among our own clients. As an industry, we play a valuable role in helping women grow their confidence, feel empowered to set long-term financial goals and develop a clear path to help achieve them. Check out Mona's full interview to hear more about our new research. https://lnkd.in/gUxN4VMJ

Are you a woman between 40-60? Welcome to the "sandwich generation," where you are likely caring for your children and your parents at the same time. Check out this interview on your drive today to learn about how this life stage can/is impacting your finances and career, and how to boost your financial confidence and stability as you care for three generations at once. https://lnkd.in/gUxN4VMJ