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:

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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!

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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.


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