Financial Planning Workshop

Schedule

Sat Nov 09 2024 at 10:00 am to Sat Nov 23 2024 at 10:00 am

UTC+05:30

Location

617, Vipul Business Park, Badshahpur Sohna Road Hwy, Central Park II, Sector 48, Gurugram (Gurgaon), NCR 122018, India | New Delhi, DL

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Join us for a workshop to take control of your finances and build wealth! Engage with an expert to address all personal finance topics, including investments, loans, insurance, and tax planning. Agenda: 30 mins: Icebreaker to get to know the group 30 mins: Define your financial goals 30 mins: Explore investment and loan options, discussing pros and cons Snack Break (15 Minutes) 15 mins: Learn about the Wealth Management Pyramid 30 mins: Understand the essentials of insurance, loans, and tax strategies 30 mins: Schedule a 1-on-1 session with a financial planner to create a personalized financial plan and roadmap.
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Where is it happening?

617, Vipul Business Park, Badshahpur Sohna Road Hwy, Central Park II, Sector 48, Gurugram (Gurgaon), NCR 122018, India, Swadhyaay IMF: Gurugram, Delhi-NCR, India, New Delhi

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