Dear members,
FORTESS Money series is a new initiative that entails a series of workshops and webinars on Money management and Financial planning exclusively for our members. We have had 2 workshops as part of this series till date i) Retirement Planning by Senthil & ii) Wills & Trusts by Bala (A brief about the speakers is presented in the Annexure). The sessions were very well received by the participants who found a lot of value-add and useful take -aways.
We understand that owing to time differences, our overseas members were unable to attend the workshops conducted. Hence, we are now arranging exclusive sessions for our overseas members – where you can get to interact with our experts on the related topics.
The session will happen via the Zoom platform. Details below:
Date: Saturday, November 28th
Time (IST): 8:00 pm to 9:30 pm
Dial-in details
Meeting link: https://us02web.zoom.us/j/86112204812?pwd=QVNlbHhCNFlVamlKRndyODdHOEp2dz09
Meeting id: 861 1220 4812
Passcode: 001732
Shared below are the recordings of the webinars that were conducted in September and first week of November. Members can view the recordings and send us your queries, which will be handled by Senthil and Bala in the live interactive session. You will need to login to the Fortess Collaboration platform to view the recordings. For any assistance with the login, please reach out to Venkat on cc.
Retirement planning
by Dr Senthil
Conducted on Sep 28th and 30th
Session 1: https://community.fortessgroup.org/t/retirement-planning-workshop-session-1/186
Session 2: https://community.fortessgroup.org/t/retirement-planning-workshop-session-2/188
Wills & Trusts
by Shamanna Balasubramanya
Conducted on Nov 4th and 6th
Do share your queries via mail to generalmanager@fortessgroup.org latest by Nov 25th.
A calendar invite will be shared shortly. Do confirm your attendance by responding to the same.
ANNEXURE:
About Dr A.V.Senthil
Dr. AV Senthil is the Co-Founder of Tejas. He started his career with TCS (1992 to 2007), and worked for IBM, Capgemini, TechMahindra for 10+ years. He specialises in working Family Owned Businesses, HNI Families – www.avsenthil.com
About Shamanna Balasubramanya
Bala (as he is known) was with TCS from July-1981 thru May-2018. He held several leadership roles during his tenure with TCS. His last role, prior to retirement, was Vice President – Chief Risk & Compliance Officer based out of Mumbai / Bengaluru. Apart from completing BE (1979) & MTech (1981-IITM), over the last decade he has gained sufficient knowledge in law by completing LLB(KSLU-2018), Master of Business Laws (MBL-2013), PGD-Cyber Laws(2014), PGD-
Intellectual Property Laws(2019) (NLSIU), and recently LLM (2020) from University of Southern California, Los Angeles, USA, specialising in Technology & Entertainment Laws. He is currently a practicing advocate in Bengaluru with M/S. Sundaraswamy & Ramadas Advocates.
