FREE Financial Planning Seminar on November 12, 2011

This coming Saturday, November 12, 2011 at 1:30-3pm, my team and I will be conducting a FREE Financial Planning Seminar at McDonalds Quezon Avenue cor. West 4th Street (few blocks away from EDSA).

We’ve been receiving quite a number of request and questions about investing in mutual funds, insurance, vul and stocks so we thought this should be a good venue to discuss and answer all your question in a not-so-formal setup.

It’s actually not free as we will be getting P150.00/pax for food and drinks (to cover for the venue). But considering the learning that you can actually get from this seminar, it’s certainly a GIVEAWAY. Treat this as our early Christmas gift to you as most personal finance seminar will cost you from P500 to a few thousand pesos.

We will try to cover the following in this FREE Financial Planning Seminar:

  • What is Financial Independence?
  • How to Plan for your Retirement?
  • How to Plan for your Children’s Education?
  • How to have a plan for your Health?
  • People’s behavior on Money
  • Why are most Filipinos Poor?
  • Fundamental of Investments
  • Putting the Allies of Wealth to work on Your Side
  • How Money Works?
  • How to Get the Highest Potential of your Money?
  • How Mutual Funds work?
  • How to Open a Mutual Fund Account?
  • Is Insurance a Good Investment?
  • What are the Different Types of Insurance that is Best for me?

At the end of the seminar, you can have a one-on-one consultation with our advisors for FREE regarding your personal concerns.

We can only accommodate up to 50 people so we’ll need you to sign up on the form below to be included in our list.  Make sure you sign in as we might not entertain walk ins.

See you this Saturday! Again the details are

  • November 12 (Saturday) 1:30-3pm
  • Venue is McDonalds Quezon Avenue cor. West 4th Street, Quezon City
  • Fee: P150/pax with food and drinks

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