Free Seminars

We offer FREE FINANCIAL PLANNING SEMINAR ( Mutual Funds, VUL, Insurance, Investments) 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?
  • People’s behavior on Money
  • Why are most Filipinos Poor?
  • Fundamental of Investments
  • How to Plan for your Retirement?
  • How to Plan for your Children’s Education?
  • How to Plan for your Health (Critical Illness)?
  • How Mutual Funds work?
  • How to Open a Mutual Fund Account?
  • Is Insurance a Good Investment?
  • What are the Different Types of Insurance and which one is the 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 Life Insurance do you really 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!

———————————————————————————————————–

For Individuals:

Photo Gallery -> https://www.facebook.com/financial.planning.phils?sk=photos

Mutual Funds and VUL Seminar

We will be having a small group Mutual Funds and VUL Discussion / Forum  on

December 15, 2012 (Saturday) – Sign Up Now

  • Venue: Coffee Bean and Tea Leaf – Ayala Ave. Makati City (Salcedo St. near Makati Med Center)
    Contact Nos.:  (0922) 897-8077 / (0916) 414-7400 
  • Time: 10am til 2pm
  • Fee: FREE just order something for your self from Coffee Bean
  • Best attended with your spouse and life partner. You may also drop by in between those times.
Right after the discussion, those who want to open a mutual fund account with Sun Life can do so. You may also request for VUL proposals based on your profile and budget. Make sure you bring the following:
  • Filled up Client Information FormDownload here
  • Filled up and answered Investor Profile QuestionnaireDownload here
  • Photocopy of ID (any govt issued not expired)
  • Initial Deposit (minimum of P5,000 only) to open. Either cash or check (recommended)

Reserve a seat NOW! – You have nothing to lose but a lot to gain. (Sure attendees only. Don’t sign if you’re not yet sure of your schedule)

We will send you a text and email upon registration to confirm your slot(s).

Happy Investing. See you!

Popular Searches

  • insurance seminar philippines (2)
  • financial planning makati seminar (1)
The following two tabs change content below.
avatar
Garry Zaldy de Castro is an advocate, Financial Advisor, Certified Investment Solicitor (Mutual Fund Representative), blogger, IT practitioner, husband to Aileen and a dad to Jacob and JohnD. He started Financial Planning Philippines in 2008 just to share his financial learning to friends, relatives and anyone who wishes to be financially independent.

47 comments on “Free Seminars

  1. avatar Carlos says:

    Can I get some brochures of this seminar, I cant attend, Im working in Saudi.

  2. avatar Finacial Guru says:

    Sir Carlos, as much as we want to give you brochures we don’t have any as of the moment.

    You may simply subscribe to our list so that you’ll receive any future updates we have on the site.

    Hope that you apply some of the financial planning tips we have on the site.

  3. avatar Ruth says:

    Hi we are interested to attend this if you have a schedule in Cebu City.

  4. avatar Joam says:

    Hi, after reading Bo Sanchez’s book, i have been looking for financial mentors. where are the seminars held? i would like to attend. Thanks.

  5. avatar Garry DC says:

    Hi Joam, we don’t conduct seminars in a specific place but rather bring the seminar to your company or group. We may also conduct individual discussion if time permits.

  6. avatar Bernadette Villoria says:

     Hi. I would like to inquire if you conduct seminars for financial management students?your response will be highly appreciated.

  7. avatar Bernadette Villoria says:

    It took me 3 months to see this again.

    Anyway, our university is situated here at Lucban, Quezon. I’m not certain if there’ ample time to prepare for a seminar this September, it’s our last option for this sem.However, there’s still a lot of time to prepare for the second semester. Perhaps you could conduct it by that time. Our members will surely be glad!Thank you!

  8. avatar Gregory Ojano says:

    Sir, do you conduct seminars outside Manila? Our organization, Council of Business Students-Enverga, is planning to have a financial planning seminar. Ang school po namin ay nasa Lucena. Available po kaya kayo ng last week of September? Or if not, when will you be? Here is my email address po gregoryojano@@gmail:disqus .com
    Thank you Sir and God bless.

  9. True financial freedom is reached one
    step at a time and involves hard work, careful planning, and personal
    discipline.

    “Good planning and hard work
    lead to prosperity, but hasty shortcuts lead to poverty.”

  10. True financial freedom is reached one
    step at a time and involves hard work, careful planning, and personal
    discipline.

    “Good planning and hard work
    lead to prosperity, but hasty shortcuts lead to poverty.”

  11. True financial freedom is reached one
    step at a time and involves hard work, careful planning, and personal
    discipline.

    “Good planning and hard work
    lead to prosperity, but hasty shortcuts lead to poverty.”

  12. The article and content presents by you is really awesome and informative too. The hard work is shown by this blog.

  13. hi! if you have free financial planning seminar schedule this 2012, please inform me (hitokirihoshi@gmail.com). Thank you very much and may you help more Filipinos about financial literacy. 

    mabuhay! 

  14. avatar Joy & Tin says:

    Hi Garry,

    Thanks for conducting a free seminar at Alabang Town Center – Coffee Bean and Tea Leaf today. Me and my best friend Tin learn a lot. We know, we need to learn more stuff and with your advocacy of conducting free seminars, it helps people like us to widen our perception and really plan for our future.

    Good Bless with your advocacy and more power!

    It’s us,

    Joy & Tin

  15. avatar Imjessmer says:

    sir may i ask, when and where will you conduct this seminar 
    Secrets to Financial Greatness?. Because we are financial management students from Cavite state University and we are searching for seminars. 

  16. Financial seminars DO work and there are thousands of financial advisors and insurance agents gaining new clients at a rapid pace making boatloads of money.  The reason that your financial seminar did not work is that there is a winning formula which you did not possess.

  17. avatar Rob says:

    Hi Garry,

    Was a part of March 17th 2012’s seminar. Thanks! It was really enlightening.

  18. avatar Bevs says:

    we are students from PUP, when will be your next seminar about mutual funds?thanks for the reply

  19. avatar Zee says:

    Good day Sir. Like Bevs I’m from PUP. Same question, when will you conduct a seminar about Mutual Funds and do you discuss Forex as well? Thanks

  20. avatar Joeleysa says:

    do you have a soft copy of your free financial planning seminars? Im from Mindanao

  21. avatar jake says:

    Good day, I have been following your blog for a few months now and I have to say It has been very informative. Pero sir, hindi ko mabasa yung articles nyo ngayon kasi nagreredirect sa domain ninyo na expired na. Hopefully it will be fixed soon.

  22. avatar Ybn_filipinas says:

    pls email me the training schedules for 2012…ybn_filipinas@yahoo.com

  23. avatar Vanhessaorilla says:

    Hello! I am one of those people who wanted to overcome poverty. I just don’t where and when should I start. I’m very interested. 

  24. avatar Thea says:

    hi! really wanted to understand how mutual funds work and other financial literacy..please update me for upcoming seminars within metro manila for 2012 here’s my email:thea_menes@yahoo.com.thanks!

  25. avatar toinks says:

    when is your next seminar?

  26. avatar maribel says:

    may i know when will be your next free seminar.Thanks…

  27. avatar maribel says:

    pls. kindly e-mail to me the schedlue of your next seminar.thanks a lot.

  28. avatar jj says:

    when is your next seminar? can you please send me the deatils about it! thanks!!! 🙂

Leave a Reply

Your email address will not be published. Required fields are marked *