To all EYEBIZ and Non-EYEBIZ Peeps: Invitation to a Personal Finance Literacy Program

[honey2723]

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Good day!

I'm not sure if I will be posting this in the right section (mods, please moderate nalang if sayop.)

It's the month of August and my birth month, too! Instead of the usual gift giving (wherein you give a gift to the celebrant), I decided to give a gift to you guys even though it's my birthday. I would like to share to you what I've learned and gathered while in the finance industry for the past 4 years through a PERSONAL FINANCE LITERACY PROGRAM. Details are as follows:

What: Personal Finance Literacy Program
When: Saturday, August 14, 21, and 28, 2010
Time: 1:30pm-5:00pm
Where: 2nd Flr., Insular Life Bldg, beside CIC main Gorordo Ave. (not beside Ayala kay under construction pa. Hehe )
Speaker: Hannah Almira Amora
Fee: P50 (mainly for snacks and some materials. The talk is free itself)
Registration starts at 1:00pm

TOPIC OUTLINE:
- Define your life dreams.

- Identify your current role and your Financial Life Stage.

- Single -------------------------- Start-up

- Married ------------------------- Build-up

- Parents vs

- Empty Nesters------------------- Asset Allocation

- Retired-------------------------- Retirement

- PERSONAL FINANCE CHECK-UP

- Redefine one’s Basic Concept of Wealth – unlearning what we’ve learned.

Example Topics:

- Asset vs Liability (Is your house really your BIGGEST ASSET?)

- Pre-need vs Insurance (What’s the difference?)

- Create a Personal Income-Expense Statement and Statement of Assets and Liabilities to know your Personal Net Worth.

- Identify different investment vehicles.

- The Danger of being a Saver – Effect of inflation on your savings intended for long-term use

- Turn dreams to goals thru a Personal Financial Plan.

- For Parents – Educational Planning for the kids

- Retirement Planning

- Discuss how Insular Life can help

If you wish to join, please write down your name and state which schedule you would like to join in.

Thanks!

Hope to see istoryans for the next few Saturdays...

[mckoy_slipstream]

Mike, aug14. Naa ra ko puyo echavez. Duol ra jud na. Hehe.

[honey2723]

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I'm limiting the slots to 10 kung via istorya.net kay naa pa koy laing gipang-advertisan ani... A similar program can cost around P700/head or more... So, better grab the opportunity while I'm in a giving mood...

[GOSPELofROCH]

nice strategy

[Metz]

Aug 14
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[honey2723]

maayong hapon istorya!

[wealthyhead]

up for this...
this is good honey2723

[A-RUS]

i'm interested pls count me in
aug 14
09215738505

[honey2723]

Aug 14
1. Mike "mckoy_slipstream"
2. Ronmar "Metz"
3. A-RUS - 09215738505
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[honey2723]

up for today... anybody else who would like to join tomorrow??