Financial Planning, Wellness, and Retirement Preparation Seminar

Financial Planning, Wellness, and Retirement Preparation Seminar
This one-day seminar is designed to equip participants with the knowledge and practical tools needed to achieve financial security and long-term wellness. It covers essential aspects of money management, saving, investing, and retirement preparation—empowering you to make informed financial decisions at every stage of life.
📌 What you'll learn:
✅ Foundations of financial planning and wellness
✅ Effective budgeting and expense management
✅ Saving strategies and building an emergency fund
✅ Debt management and maintaining good credit health
✅ Basics of investing: stocks, bonds, funds, and retirement accounts
✅ Retirement preparation and planning tools
✅ Building sustainable financial habits for lifelong resilience
🎯 Who Should Attend:
✔ Young professionals starting their financial journey
✔ Families seeking better money management strategies
✔ Individuals planning for retirement
✔ Entrepreneurs and self-employed individuals
✔ Anyone who wants to improve financial literacy and confidence
🎯 Key Takeaways:
✅ A clear roadmap for budgeting, saving, and managing debt
✅ Interactive exercises on budgeting, investment simulation, and retirement planning
✅ Practical insights into investment strategies and retirement options
✅ A personalized Financial Wellness & Retirement Action Plan
Inclusions:
✅ Certificate
✅ Handout
✅ Lunch & PM snacks
Registration Fee:
💰 Walk-in: P3,900
💰 Early Bird: ₱2,900 (with early reservation)
Secure your financial future with confidence—take the first step today!
📞 For inquiries & reservations:
📱 0947-288-8719 / 0917-533-2105
☎ 7118-6924
📩 Limited slots available! Register now!