Financial Planning Workshops


Financial Planning Seminars

We are offering FREE FINANCIAL PLANNING SEMINARS for individuals and corporations on topics about Personal Finance. We can teach you the Secrets to Financial Greatness.




Some of these topics will also be discussed:

  • Building a Solid Financial Foundation – Budget your income and expenses. How to handle debt and manage savings? How can you reach financial independence with limited income?
  • Inflation – The logic behind the rising of prices and expenses every year
  • Rule of 72
  • Savings VS Investing
  • Mutual Funds 101 – How does Mutual Funds work? How can Mutual Funds help you achieve your goals? How to open a mutual funds/investment account?
  • Create your Financial Blueprint – How can you plan for your future needs: life’s milestones, children’s education and retirement? Exactly how much do I need for my future goals in life? What are the different types of Financial Plans in the market and which one is the best for you?

At the end of the seminar, you will be able to:

  • Build a financial foundation regardless of your current income, employment status or age
  • Take control of your finances: Know where your money goes
  • Learn financial basics. What is Inflation? What is the Difference between Saving VS Investing?
  • Maximize Active Income and Passive Income
  • Create a Financial path and goal for yourself. Have an idea where to start with the following:
      • Generate enough income to cover expenses
      • Maintain lifestyle without actively working
      • Fund for your life goals and dreams

    and MANY MORE!

This is absolutely FREE OF CHARGE. We are doing this in line with our advocacy to spread Financial Literacy amongst Filipinos.


Getting rich isn’t hard. You just have to know how to handle your money. Take advantage of our free seminars to get yourselves aware and educated with different financial options. See you!

Contact Us: +63-917-857-58-90 (GLOBE) or +63-998-957-58-90 (SMART) or Request for an appointment HERE




Comments are closed.