LISBON - Financial Systems for Humans

Name: LISBON - Financial Systems for Humans
Start: 2026-09-09T18:00:00.000Z
End: 2026-09-09T21:00:00.000Z
Location: Edifício LACS

Edifício LACS, lisbonWednesday, Sep 9 · 2:00 PM

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Doors 2:00 PM

The Story

**🔹Please fill in your details to confirm your attendance.** **[Confirm my attendance, click here](https://www.dopplerpages.com/dmktribe-BC897/FinancialSystemsforHumans)** **Talk:** **Financial Systems for Humans:** How to design a system that gives you clarity, autonomy, and peace of mind. In alliance with the community: [Traditional Financial Investing Lisbon.](https://www.meetup.com/lisbon-traders-investors/) Agenda: **1\. Automating the Foundation** Luna begins by helping participants establish a solid financial base. * Auditing spending — reviewing the past three months. * Paying off expensive debt and building an emergency fund. * Defining a realistic, sustainable budget. * Setting up the automation infrastructure. * Testing the system with small amounts before fully automating. **2\. Preparing to Invest** She then walks through the mindset and structure she used to prepare herself for long‑term investing. * How she set her personal investment goals. * Her formula for understanding true risk appetite. * How she built her investment philosophy and why everyone should have one. * The criteria she uses to choose her “boring” ETFs. * What she has learned about optimizing taxes for her situation. * Her brokerage criteria and approach to cybersecurity. **3\. Execution & Maintenance** Luna explains how she puts her system into action and keeps it running smoothly. * The test‑run phase. * Automating the investment plan. * Routine check‑ups. * Financial entertainment — how she avoids boredom once everything is automated. **4\. Documentation** She emphasizes the importance of organizing and protecting one’s financial life. * The master map — documenting all accounts and sharing the location with a trusted person. * Legacy planning — including the importance of making a will. 🚫 What This Workshop Is NOT Luna does not share her specific budget, her portfolio, or tell anyone which exact ETFs to buy. Everyone has different backgrounds, goals, risk tolerances,

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