Wellness Financiero II - Planificación Financiera Personal

El segundo taller continúa con la metáfora del viaje y se centra en la preparación necesaria antes de avanzar hacia los objetivos financieros. Una vez definidas las metas y la situación personal, los participantes aprenden a crear condiciones seguras para ellos y sus familias, incluida la importancia de un fondo de emergencia.

También se introducen conceptos básicos de economía y finanzas. Además, se aborda un objetivo clave a largo plazo: la jubilación. Los asistentes reciben herramientas para estimar su futura pensión pública, calcular sus necesidades económicas y determinar cuánto deben ahorrar. El taller combina planificación y práctica para aplicar lo aprendido.

Learning Objectives

Comprender las diferentes opciones disponibles para proteger mi seguridad y la de mi familia.
Aprender sobre los distintos tipos de riesgos.
Conocer cómo la inflación y los impuestos me afectan.

Agenda

5:45 PM - 6:00 PM	Registration - HBA
6:00 PM - 6:15 PM	Welcome from HBA and from our Sponsor (Amgen)
6:15 PM - 8:15 PM	Personal Finance Training and Q&A
8:15 PM - 8:30 PM	Closing
8:30 PM - 9:00 PM	Networking

Additional Event Information

Online registration deadline: 20 May 2026
Event is open to: HBA Members and Non-members
This event is not refundable.
Onsite (walk -in) registration: Is Not Allowed

Featured Speakers

Mapi Martínez-Zurita Lacalle
Directora Banca de Patrimonios,
Speaker

JOSEP OTERO
ECONOMIST,

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.