Wellness Financiero - Planificación Financiera Personal III

Este taller te ayudará a identificar tu perfil inversor y a comprender qué significa tu aversión al riesgo. Como no todas las inversiones son adecuadas para todas las personas, aprenderás a seleccionar una combinación de productos financieros alineada con tus objetivos y sensibilidad al riesgo.

Revisaremos cómo proteger tu patrimonio, reconocer los principales riesgos e invertir con mayor tranquilidad. La sesión aborda el último paso de la planificación financiera: diseñar, implementar, supervisar y revisar una cartera de inversión.

Para aprovecharla al máximo, se recomienda haber completado previamente los talleres de Planificación Financiera Personal I y II.

Learning Objectives

Identificar las preguntas clave para determinar mis opciones de inversión.
Comparar carteras modelo según mis objetivos y tolerancia al riesgo.
Distinguir la inversión directa de los principales vehículos de inversión colectiva.

Agenda

5:15 PM - 6:00 PM	Registration- HBA
6:00 PM - 6:15 PM	Welcome - HBA & Amgen
6:15 PM - 8:15 PM	Planificación Financiera Personal III - Inversiones sostenibles con criterio
8:15 PM - 8:30 PM	Closing - HBA
8:30 PM - 9:00 PM	Networking

Additional Event Information

El evento se celebrará en español.
Online registration deadline: 12 November 2026
Event is open to: HBA Members and Non-members
This event is not refundable.
Onsite (walk -in) registration: Is Not Allowed

Featured Speakers

Juan Antonio Fernandez
Mutualidad de los Ingenieros, MPS
Speaker

JOSEP OTERO
ECONOMIST,
Speaker

Event Sponsor

Pricing

	Member	Non-Member
Regular Registration - In-person	€15.00 / $15.00	€25.00 / $25.00
Sponsor Registration - In-person	€15.00 / $15.00	€15.00 / $15.00

Members receive up to 50 percent discount

Event Policies

Photography Policy
By registering for this event, you acknowledge that you may be photographed, videotaped, and/or audio-taped during the meeting and hereby give permission for your image, voice, or survey comments to be used in education, training, promotion, and/or trade and communications media by the Healthcare Businesswomen's Association in any and all media throughout the world, without restriction as to frequency or duration of usage.

COVID-19 Policy
The HBA requires that all persons who participate in in-person events do so at their own risk and that each participant agrees to the following agreement before taking part in the activity and urges all participants to act in such a manner as to protect their own safety and the safety of others.

By registering for this event, I fully understand that my participation in the program is purely voluntary. I desire to participate and agree to act reasonably and prudently under the circumstances. I further understand that any HBA volunteers participating in the activity will act individually and will not represent the HBA. As a condition to my participation the activity, I waive and release the HBA and their officers, employees, and agents from any claim that I may have for any damage to property or injury to my person that may result in whole or in part from my participation.

Special Needs Policy
The HBA will make reasonable modifications to policies and programs to ensure that people with special needs can enjoy all of its programs. Contact us if you require special accommodations for this event.