Ms. Jean Archary
Financial Wellness Coach/Author/Founder @Money Messages
Speaker Short Bio: Jean Archary is an author, speaker, Certified Financial Planner® and accredited workplace coach with over twenty years’ experience within financial services. Her exposure to coaching, psychology and financial planning led to the design of a financial wellness program that considers both sides of money (IQ) and (EQ).
Presentation Abstract: The financial crisis many households had to endure during the global pandemic and lockdown could have been managed better if people were prepared. Whilst none of us could have predicted the pandemic, planning for financial crises would have brought some peace of mind and control over financial matters.
The negative impact of the damage continues to be felt by many and will continue to be felt long after the virus dies down. If there is anything that Covid has taught us, is that preparation can be achieved with proper education, foresight, and planning. Adequate savings would have bought people time to find their feet, navigate through the storm and spend time with those who matter. Proper and sufficient protection would have provided the finances needed in the event of loss of income due to job loss or death.
A paradigm shift was forced upon us and if we fail to learn from those lessons, then we have not learnt anything at all. Financial education could have better prepared us and now more than ever schools, parents, businesses, and government have a fiduciary responsibility to not allow the same fate upon us or our children.
Business use scenario planning to identify potential events that could impact its operations and revenue so that plans can be in place to manage a potential disaster.
1. Why financial education a critical skill we all need
2. Navigating through a financial storm
3. Recovering from a financial storm and planning for the future