The Bank of the Philippine Islands (BPI), in partnership with the Local Government of General Santos City, brought together over 70 LGU employees for a dynamic Financial Wellness Session empowering participants with advanced financial literacy, goal-based investing, and actionable strategies for achieving financial freedom.
Now on its second year, the partnership builds on last year’s successful session that tackled savings and basic financial management. With strong positive feedback from LGU employees, this year’s session expanded the scope to cover investing, financial planning, and cybersecurity awareness.
GenSan influencer Ric Sherwin Versoza inspires participants
with his personal investing journey at the BPI Financial Wellness Session.
During the event last August at Greenleaf Hotel, participants heard a personal investing journey shared by a BPI influencer, followed by a discussion on the “3Ds of Investing,” which presented a framework for disciplined, diversified, and deliberate investing. The session also covered investment options tailored to help participants achieve their financial goals. To complement the discussions on investing, BPI also raised awareness on digital safety through a session on cybersecurity and the Anti-Financial Account Scamming Act (AFASA), a new law designed to protect Filipinos from financial scams.
The session featured Ric Sherwin Versoza, influencer from General Santos City; Chrestine Joy Rosauro-Garcela, Investment Advisor, BPI Wealth; Atty. Christine Lovely Red-Allego, Head of Government Relations, BPI; and Ms. Reyshel Lintag, Sales Officer Agency Banking, BPI.
“Through advanced financial wellness sessions, we want to empower LGU employees to move beyond saving and start investing with purpose. At the same time, we aim to strengthen their awareness of cybersecurity, especially with the enactment of AFASA,” said Maria Elena Torrijos, Head of Public Affairs and Communications at BPI.
This initiative underscores BPI’s commitment to empowering individuals through financial literacy and cybersecurity awareness, while supporting the government’s efforts to build financially resilient and digitally secure communities.