We offer FREE FINANCIAL PLANNING SEMINARS on the topics of Personal Finance. This will teach you how to build wealth and become Financially FREE. Ideas such as the following will be discussed:

  • 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 and what’s Best for me?

At the end of the  seminar you will be able to know:

  • How to build a solid financial foundation regardless of your age or income level
  • How to make money work for you instead of you working for money
  • How to get the highest potential of your money
  • How much protection do you need
  • And many many more…

As they say, No One Plans to Fail. But A Lot of Us Simply Fail to Plan.

Getting rich is not through luck or working hard. You just have to know what to do with your hard-earned money regardless of the amount to make it work for you.

If you think financial education is a waste of time, try ignorance!

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For Individuals:

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We will be having a Financial Planning Seminar / Forum / Checkup  in

Quezon City

  • Coffee Bean and Tea Leaf, Centris Station, Quezon City (Quezon Ave. MRT Station)
  • Date – May 19, 2012 (Saturday) 1:00pm onwards
  • Fee: Absolutely FREE (just a request though, please order something for yourself as a courtesy to the venue)

What to expect? - This is more of a forum/meet and greet rather than classroom type seminar.  You can have a one-on-one FREE Financial Checkup (for retirement, education, insurance),  Open a mutual fund account (bring ID, Initial Investment), ask for FREE Insurance Proposalsbased on your profile (be it term, whole life, vul based on your budget – bring USB).

Interested parties are required to sign up using the form below.  Fill up only if you are sure to attend. Walk ins will not be entertained: You may also call the following numbers:

Mobile Nos.: 0922-897-8077 / 0916-414-7400.

Sign up only if you’re sure to attend!

Seminar
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For Company / School:

This is absolutely FREE of Charge for School and Corporate setup.  We only require at least 30 attendees (for corporate) and at least 50 (for school). It is our way of helping Filipinos get out of the clasp of poverty.

There’s nothing to lose but lots of financial knowledge to gain, no fees involved and this will set the ball rolling towards your financial independence.

If you’re interested, kindly send us a letter of invitation to garrydc[at]financialplanningph.com - with the following information

Name of Company / School:
Address:
Contact Person:
Designation:
Contact Number:
Expected No. of Attendees:

or just fill up the form below

Corp-School
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See you!