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Financial Planning & Investing Workshop
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When: Tuesday, May 31, 2016
12:00 pm to 1:45 pm
Where: The American Chamber of Commerce in Hong Kong
1904 Bank of America Tower
12 Harcourt Road
Hong Kong
Contact: Beverly Yau

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Financial Planning & Investing Workshop

12:00-1:45pm. AmCham's Women of Influence Committee invites you to join us for a lunch & learn, roll-up-your-sleeves Financial Planning & Investing Workshop for Women led by EXS Capital Co-Founder & Partner Jessica Cutrera. Recent research revealed that women control two-thirds of spending in the US, yet as a group take less risk and feel less confident in their investment decisions.

During this workshop, Jessica will provide practical guidance on key subjects critical to success, including budgeting, debt management, investing and personal financial planning.

 This workshop will be practical and include worksheets to support your own planning.

First 15-20 minutes is for networking
Sandwiches & beverages included

Hosted by the Women of Influence Committee

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Jessica Cutrera
Co-Founder & Partner
EXS Capital

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Jessica Cutrera is a Founding Partner, Managing Director and the Head of Operations and Compliance for EXS Capital. She is an expert in many areas of corporate and individual financial, regulatory and tax issues, particularly in regards to Americans expatriates. Jessica manages an independent American-oriented wealth management practice in Asia, focusing on asset management and estate planning. She and her team specialize in providing comprehensive wealth management and planning services to U.S. citizens expatriated to Asia and to individuals and businesses with U.S. related planning needs. During her thirteen years in Asia, Jessica has built this practice into a comprehensive wealth management service, with an active presence across Asia Pacific.

While living in Tokyo, Jessica completed her MBA at Temple University’s Tokyo campus.  Prior to her role in Asia, Jessica worked as a Registered Representative for Charles Schwab.

Jessica is active in the American Chamber of Commerce and the American Women’s Association and is also active in the Girl Scouts as an adult volunteer.  She is married with two children and is an avid recreational triathlete.  

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