Invitation to a Personal Finance Literacy Program

[honey2723]

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Hello Istoryans!

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!

Please visit the other link https://www.istorya.net/forums/busine...y-program.html and write down your name in the post there para isa lang ang list. I will be limiting the attendees from istorya to 10 per schedule as I have advertised this in other media.

Thanks...

[Metz]

pde ni walkin?

[honey2723]

okay ra walk-in, but i would appreciate if i can have a headcount before the said dates para maka-prepare ko sa materials needed and maka-huna2x pud ko daan para sa snacks...

[honey2723]

maayong hapon istorya!

[honey2723]

So far, i have 3 istoryans signing up for this Saturday, Aug 14... anybody else??

By the way, a similar program can cost you anywhere from P500-P1000/head. But for this month... I'm giving the lecture for free! (Technically it's free, coz the P50 is for your snacks... )

[honey2723]

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

[Tirong-say]

Naa pay laing event pareho ini, I'm very much interested............

[honey2723]

@tirong-say, please refer to this thread lang for the schedule and registration..

https://www.istorya.net/forums/busine...y-program.html

[honey2723]

up for this afternoon...