MyTwoCents Financial Planning Seminar and Retreat

Trip Highlights

  • Expert-led sessions on personal finance management

  • Practical workshops on investment strategies and savings

  • Exclusive insights into the latest financial trends

  • Personalized financial planning guidance

Description

Join us for the 2-Day MyTwoCents Financial Planning Seminar and Retreat, Friday to Sunday, Wyndham Grand Barbados. Castalia invites you to a transformative weekend dedicated to building financial independence and wellness. Choose between our immersive 2-day seminar or indulge in a full 4-day retreat experience, complete with luxurious accommodations, expert sessions, interactive workshops and one-on-one sessions.

Itinerary

Mastering Saving
Smart Investing
Budgeting Like a Pro
Income & Taxes Uncovered
Debt Management
Building Strong Credit
Risk Management & Insurance
Retirement & Elder Care Planning
Estate Planning Essentials
Generational Wealth & Legacy Building
Investing in and from Barbados Panel

Boosting Your Earnings
Finances in Relationships
Financial Planning (Pulling it all together)
Homeownership & Real estatement investment panel

 

Tour Info

Group Size
no limit
Price starts at
$997.50
Meeting Point

Sam Lord's Castle Wyndham Grand Barbados

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Why take this tour?

Join us for the 2-Day MyTwoCents Financial Planning Seminar and Retreat, Friday to Sunday, Wyndham Grand Barbados. Castalia invites you to a transformative weekend dedicated to building financial independence and wellness. Choose between our immersive 2-day seminar or indulge in a full 4-day retreat experience, complete with luxurious accommodations, expert sessions, interactive workshops and one-on-one sessions.

Seminar Overview

Join us on Saturday (9:00am - 5:00pm) and Sunday (11:00am - 3:00pm) for a dynamic seminar that covers all the essentials of financial literacy through interactive sessions, case studies, and practical guidance, including:

• Budgeting and Financial Planning: Master the art of managing your finances.

• Understanding Income & Taxes: Navigate the complexities of income and tax regulations.

• Saving Strategies: Build a solid foundation for financial security.

• Smart Investing: Learn how to grow your wealth wisely.

• Debt and Credit Management: Gain insights into managing and improving your credit.

• Insurance and Risk Management: Protect yourself and your assets from potential risks.

• Retirement and Estate Planning: Plan for a secure and prosperous future.

• Emerging Financial Trends: Stay ahead with knowledge on what's on offer for your to expand your financial reach.

• Wealth Building: Discover ways to accumulate and sustain wealth.

• Boosting Your Earnings: Discover practical ways to increase your income.

• Finances in Relationships: Navigate shared finances, communication, and planning together.

• Homeownership Insights: Get expert guidance on buying your first home or real estate investing.

• Interactive Case Studies and Real-Life Examples: Apply what you learn in practical scenarios.

Included

  • 2 Day Seminar Access

  • 3 Night Resort Stay

  • All inclusive - Meals & Drinks

  • One on One Financial Guidance

  • BBD $100 Spa Credit - Per person

  • Welcome Reception

Frequently asked questions

We understand that plans can change. To accommodate unforeseen circumstances, we offer the following refund policy for the MyTwoCents Financial Seminar: Full Refund: Cancellations made up to April 17th, 2025, will receive a 100% refund of the registration fee. Partial Refund: Cancellations made after April 17th, 2025, will receive a 50% refund of the registration fee. Exceptions to this policy include instances of illness, business travel, or events outside of our control, such as severe weather or other emergencies. In such cases, please contact us directly to discuss your situation and potential refund options.

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  • Worry-free flexible cancellation policy

Human support: (246) 622-1299

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