JMMB Group Hosts Investor Forum in Ocho Rios on ‘Achieving Financial Success’

20 March 2018

The JMMB Group will host the third investor forum in its series of public education events, designed to empower and educate the investing public about financial management. The forum, which is open to the public, free of cost, takes place on Wednesday, March 28 starting at 6:00 p.m. at The Jewel Dunn’s River Beach and Spa Resort and Spa in Ocho Rios. 

During the forum, JMMB’s financial experts will explore a range of topics including: retirement planning, budgeting, wealth accumulation, investment opportunities and debt management, within the current macro-economic climate. In keeping with the event’s theme, Stepping into Your Greatness: Achieving Financial Success, the forum seeks to empower the investing public to be better equipped to manage their finances, and understand how current economic trends impact their investment opportunities and achievement of their life goals. The occasion will be used to offer practical tools and share financial opportunities, geared towards providing the attendees with the requisite skills and knowledge they need, to achieve financial freedom and their goals. 

Michelle Sinclair- Doyley, manager, client financial education at JMMB, shares further insight about the forum stating, “The company has tailored this event to provide holistic financial advice that can help attendees to better navigate their financial journey and plan their future, while equipping potential investors to take advantage of market opportunities in the current macro-economic environment. At the end of the event, we hope that persons will be more empowered and begin to take steps towards achieving their financial success.   We also anticipate that persons will recognize where they have financial gaps that need to be addressed, or build on the solid foundation they already have in place, with a financial partner, so that they can realize their goals.” 

In addition, the forum will showcase numerous financial offerings provided by JMMB Group, as a financial life goals partner, to assist individuals during their financial journey, particularly its unit trusts offerings, insurance products that it brokers, retirement solution, and banking solutions. 

The event follows on similar forums held in Mandeville and Kingston by the company. 

In line with JMMB Group’s financial partnership approach and thrust towards financial education, the company produces a range of bi-monthly financial articles, research articles and other periodic client communication. In addition, the financial entity has organized several lifestyle events and similar investor forums, which are designed to be interactive and informative, while exposing potential investors and clients to solid financial management advice. 
 

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