PWN Vienna: Women&Money – Finance tips from an expert

After a very successful kick-off event which took place on the 13^th March, the common opinion was that women should think and talk more about money. More than 100 ladies joined an extremely interesting podium discussion which was preceded by a documentary film produced by PWN on the approach women have on money, from a historical and sociological perspective as well from a more practical perspective.

Since we received a positive feedback regarding the interest women have in the financial sector, we would like to keeping our promise and continue taking further about money related topics by organizing specific workshops on topics like investments, legal framework, HR and entrepreneurship.

The first workshop is about investments. Within this event you are going to find out about concrete opportunities available for female who are having an interest in the financial world.

Our speaker is Ursula Kaltenböck, financial advisor with relevant experience in the executive search specialized in travel, banking and insurance sectors. She became interested in financial services and in 2000 she decided to make finance her profession. Since then she has been advising a great number of individuals as well as small and medium sized companies in Austria.

What to expect from the workshop?

1)  The universe of investments

       What does the investment universe comprise of: bonds, equities, mutual funds, ETFs, alternative investments, life insurance, precious metals, currencies, rental property, REITs, venture capital etc.

2)   Asset Classes and their characteristics

Let’s have a look on long term characteristics of asset classes with regard to yield, risk, taxes, flexibility, security.  Also important: a little glossary of investment terms. 

3) Market outlook and economic trend curve

Correlation and diversification: Which asset classes are top or flop during the different economic trends, know-how, business savvy, financial proficiency and the ability to successfully navigate economic and market conditions

4)      My lifetime income: from the “Pensions-Konto”  to actual  figures

Women take more career brakes and deal with the gender pay gap, so women have their own unique lifetime salary curve – and – longer lifespans.  How to obtain  your own figures;  simulations and projections.  

5)    Setting Objectives

It’s all about your goals;  the down payment of a house, retire like a boss, build wealth just because – whatever it is, you will learn what is needed to nail it.

6)      Investing shouldn’t be unisex

How to manage and structure assets and risks on an individual basis, according to objectives; the way to your customized portfolio.

Sign up for our event and you will engage in discussions of topics dedicated to your personal and professional development.