Event Phone: 09178849046
- Wealth Planning 101
February 27, 2016
1:00 pm - 6:00 pm
One of the goals of our company is to help Filipinos learn more about managing their finances, whether it be their personal finances or for their business. For 2016, we have partnered with Joey of SunCJoey.com to help Filipinos achieve financial freedom. We believe that there are a lot of benefits of planning ahead to cushion the impact of life’s uncertainties.
About Joey Tayaban, AWP™ and AEPP™.
Joey is a local and international speaker on Stock Investment and Insurance topics. She holds Bachelor Degrees in both Law (St. Louis University) and Business Administration (St. Paul College). She trained to be a licensed US Stock Broker under ETrade Financial and is now a full time Concierge Director of Bo Sanchez’ Truly Rich Club where she is in charge of guiding its members to invest in the Stock Market. She is one of the Incorporators of Angat Pilipinas Coalition for Financial Literacy, a non-stock, non-profit financial advocacy organization. She is also an Associate Wealth Planner (AWP™) and Associate Estate Planner, Phils. (AEPP™) and is a licensed, multi-awarded Financial Advisor of Sunlife of Canada (Phils.), Inc. As part of her advocacy to educate Filipinos about financial freedom, she created the blogs ‘colmejoey.com’, ‘suncjoey.com’, among others, and she regularly conducts Wealth Planning seminars around the country and the world.
Our Guest Speaker will be Atty. Terence Camua, RFP (Cand.), Lawyer & Financial Planner Specializing in Estate Planning, Taxation and Investment Advisory. (www.terencecamua.com)
What will you learn when you attend Wealth Planning 101?
With our program, you will learn:
– How to save up for the college education of your kids;
– How to protect the income you are bringing in to your family;
– How to prepare for a comfortable retirement years;
– How to build your financial house;
– How to invest in the stock market;
– How to plan your Estate.
– Other relevant topics.
– Financial Freedom
– Pinoy Habits
– Power of Compounding
– Stages of Life
– Short-term goals
– Types of Investment
– UITF, MF and VUL
– Building a Solid Financial House
This workshop is all about achieving Financial Freedom, different Investments and ways to invest.
Saturday, February 27, 2016
1:00 PM to 6:00 PM (Registration starts at 12:30 PM)
Venue: SunLife of Canada Philippines
15th Floor, Frabelle Business Center, Rada St., Makati City
Sign up now for the Early Bird rate: Php 1,200 (Paid by February 16, 2016)
Regular rate: Php 1,800 (Starting February 17, 2016)
Group Rate of Php 1,000 each person for a group of 3 or more
For inquiries, please contact: firstname.lastname@example.org