Description

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Join our Financial Foundation Education Program, led by a professional financial expert. This engaging series includes four weekly workshops, each covering a different essential topic to help you build a strong financial future. This workshop will be held entirely online. Participants will receive a class access link via email prior to the session.

Workshop 1: Building Savings & WealthThis introductory session focuses on the fundamentals of financial growth.

• Identifying goals: Pinpointing what you are actually saving for.
• The Financial Foundation mindset: Learning how to build your "house" from the ground up.
• The Wealth Formula: Understanding the variables that dictate how wealth is created.
• Time and Inflation: Comprehending how these two forces affect your long-term purchasing power.

Workshop 2: Increase Cash Flow & Manage DebtA practical session on finding "hidden" money and reducing liabilities.

• Discovering hidden cash: Finding $100 or more in your current budget that you didn't know you had.
• Tracking spending: Understanding exactly where your money goes each month.
• Debt-free strategies: Building a real, actionable plan to eliminate debt faster.
• Increasing cash flow: Methods to bring more money into your household.

Workshop 3: Preparing with Proper ProtectionThis workshop focuses on risk management and the "X-Curve" concept.

• The X-Curve concept: Understanding the relationship between decreasing responsibility and increasing wealth.
• Foundation of Protection: Why proper insurance/protection is the base of any financial strategy.
• Asset and Liability protection: Learning the value of safeguarding what you own.
• Common mistakes: Identifying frequent pitfalls in protection planning.

Workshop 4: Your Health & WealthThis session explores the connection between physical well-being and financial stability.

• Impact of health: Understanding how medical issues can affect financial plans.
• Preserving wealth: Strategies to transfer and protect assets for the next generation.
• Last wishes: Ensuring your final plans are prepared and can be executed.
• Medical expenses: Understanding the inevitability and rising costs of healthcare.

Location

Online

Instructor

Marites Pamintuan (I)