9:00 - 9:10 AM
9.10 - 9:35 AM
This conversation will provide context on Bermuda’s economy - where it stands today, the trends shaping its future, and what that means for entrepreneurship, investing, generational planning, and personal finances. Attendees will leave with a clear understanding of the economic landscape, giving meaning and perspective to the workshops and discussions that follow.
This session will teach attendees how to maximize banking relationships, from choosing the right accounts to business banking. Experts will break down how financial institutions work, how to bank strategically, and how to use banking tools to accelerate financial success. Whether you're an entrepreneur seeking funding or a professional looking to grow your savings, this session will give you the insider knowledge to move with intention and make financial institutions work in your favor.
This session will explore life insurance, estate planning, trusts, and other wealth transfer strategies to help attendees protect their assets and secure their family’s financial future. Attendees will learn how to navigate wills, protect real estate holdings, and structure investments in a way that ensures their wealth outlives them.