A symposium on Basic Wealth Concepts and Different Investment Vehicles

[honey2723]

---

With the end of the year fast approaching, comes with it the bonuses received. For most of you, the usual scenario would be... “Hmmm... What should I spend my bonus on?? Maybe a DSLR cam? A new laptop? How bout a new pair of shoes? A trip abroad? Maybe a local trip?”

Now, how would you like to belong to the 10% of the population? The percentage of people, according to a study, who could retire comfortably come retirement years (or maybe even earlier). How did they do it? By learning a thing or two on how to let money work for them as well.
With that,

would like to invite you to a Personal Investment Design Symposium.

What is a Personal Investment Design Symposium??
- It is comprised of a series of modules that will serve as a guide on how to manage your personal finances and create a financial roadmap to financial freedom.

Personal Investment Design Seminar Module 1

Basic Wealth Concepts and Different Investment Vehicles

DISCUSSION OUTLINE:

1. Where are you now?
   
   • Test your Financial Fitness
   • Your lifestage
   • Keeping score, your net worth
   • Money Management Matrix / MINU Concept
   
   
   
2. Where do you need to be?
   
   • Finding meaning, your life goals
   • Funding your goals, how much would it take?
     
     • Education Funding
     • Retirement Planning
   
   
   
3. How will you get there?
   
   • Fundamentals of Investments
   • Understanding Different Investment Vehicles, effective diversification
     
     • What is a mutual fund? How does it work?
     • What is the difference between an insurance company and a pre-need company?
     • What happens to my savings in the bank in the long-term?
   • Creating your 3 life portfolios
   • Sample investment vehicles

When: Dec 4, 2010 @ 1:00pm - 5:00pm
Where: 2nd Flr., Insular Life Bldg., cor Gorordo and Gen Maxilom Ave., Cebu City. (beside CIC Main)
Registration Fee: P250 (w/ snacks and materials)

Registration begins at 12:30pm. Walk-ins not allowed.

For more information on how to register, you may contact 0932-169-8165 and look for Pia. Or contact us through our FB group page, Honeycomb Finance Consultancy | Facebook and leave a comment there if you wish to pre-register.

[honey03]

up for this... a symposium to remember for a lifetime...

[honey03]

up for todayyyyy....

[honey03]

guyssssssss everyone interested is invited......... please do come

[Balandido]

up for this ladies and gentlemen...