Financial Wellness Webinar (Workshop)
Practical money knowledge for confident, long-term financial decisions
A structured, expert-led online workshop designed to help you make better money decisions, calmly, clearly, and confidently.
Webinar Highlights
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Duration: 1 hour 30 minutes
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Format: Live online session with interactive Q&A
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Speaker: Samir Jayaswal – CEO, TaxBuddy Wealth
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Coverage: Investing, savings, risk management, FIRE, retirement planning, and real-world financial challenges
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Audience: Working professionals across life stages
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Platform: Zoom (Online)
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Date: Sunday, 18th January 2026
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Time: 11:00 AM – 12:30 PM
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Fee: ₹̶9̶9̶9̶ Free
Bonus Tools Included with Registration
Wealth Builder Tool
A practical tool to track income and expenses, organise savings, and plan future financial goals with clarity and structure.
Portfolio Doctor
A portfolio analysis tool that reviews your mutual fund investments, identifying underperformance, risk gaps, and improvement opportunities.
What You Will Learn (Webinar Overview)
Build the Right Financial EQ: Understand how emotions influence money decisions and learn to respond with logic and confidence.
High Income vs Real Wealth: Learn why wealth comes from assets, savings discipline, and long-term thinking ,not just a high salary.
Key Principles of Investing: Understand diversification, risk management, time horizon, and why staying invested matters.
Compounding & Investment Instruments Explained: See how compounding works in real terms and which instruments suit different financial goals.
Know Exactly How Much You Need ,and How to Reach It: Calculate your personal target number and map the investments required to achieve it.
Building Your Retirement Corpus: Create a realistic, step-by-step plan to accumulate sufficient funds for life after work.
Who Should Attend This Webinar?
Young & New Professionals (22–30): Build strong financial habits early ,budgeting, investing, and tax awareness that compound over time.
Mid & Senior Professionals (31–45): Balance expenses, investments, children’s education, and retirement planning with confidence.
Pre-Retirees & Retirees: Protect savings, manage taxes, and create stable post-retirement income.
Homemakers: Gain clarity on household finances, emergency planning, and long-term financial independence.
Business Owners: Learn to separate personal and business finances, manage cash flows, and build sustainable wealth.
Meet the Speaker
SAMIR JAYASWAL
Co-Founder, TaxBuddy | CEO, TaxBuddy Wealth
Samir is Co-Founder of Taxbuddy. He is a Computer Science Graduate & MBA in International Finance, currently pursuing PhD in Financial Markets. He has 25 years of valuable industry experience in senior positions in Wipro Technologies, Financial Technologies, ICICI Group, Religare Group etc. He has been the Director of Sales for SunGard (now FIS) and the Country-Head for India and Sri-Lanka for a leading Israeli Software Products company.
His career maps the time when exchanges were being evolved, depositories got created, derivatives were launched, private asset management companies were being formed and brokerages were getting institutionalized.
He has been in the panel for several conferences and shared his views through talk sessions and interviews in journals. He has co-authored a book on Technology for Financial Markets which is extensively used for developing exchange trading applications. This book is included in the curriculum of several universities worldwide including the University of Chicago.
Frequently asked questions
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What is the Financial Wellness Webinar about?
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This webinar is a practical, expert-led session focused on improving financial awareness and long-term money confidence. It covers investing basics, tax clarity, risk management, retirement planning, FIRE concepts, and everyday financial decision-making.
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Who should attend this webinar?
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The session is ideal for working professionals, business owners, homemakers, retirees, and NRIs who want clear, actionable financial knowledge without complex jargon or sales-driven advice.
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Is this webinar suitable for beginners?
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Yes. The workshop is designed to be beginner-friendly. Concepts are explained from the ground up, making it easy to follow even if you are new to investing or financial planning.
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Will tax planning and tax-related topics be covered?
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Yes. The session includes tax clarity, understanding liabilities, common tax mistakes, and how tax-efficient planning supports long-term wealth creation.
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What key topics will be covered during the webinar?
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The webinar covers financial EQ, income vs wealth, investing principles, compounding, goal planning, retirement corpus building, FIRE concepts, and risk management.
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Will there be a live Q&A session?
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Yes. Participants can ask questions during the live Q&A segment and get practical insights on real-life financial challenges.
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What bonus tools do participants get access to?
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Registered participants receive free access to:
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Wealth Builder Tool – to track income, expenses, savings, and goals
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Portfolio Doctor – to analyse mutual fund portfolios and identify improvement areas
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These tools help apply the learnings practically after the session.
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Is this webinar a sales or product-promotion session?
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No. This is an educational webinar focused on financial awareness and clarity. There is no hard selling of financial or investment products during the session.
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How do I attend the webinar after registering?
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Once you register, the Zoom meeting link and joining instructions will be shared with you via email and SMS before the event.
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Is the webinar free to attend?
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Yes. The Financial Wellness Webinar is currently free to attend, but seats are limited and registration is mandatory.