Personal Financial Planning for Life-Cycle Events

Oct 3, 2013

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Young, upwardly mobile professionals and entrepreneurs are invited to join a seminar-workshop on Personal Financial Planning aimed at aligning their financial goals with their life-goals.

 

“We all have dreams and aspirations for the future. Many go through life hoping they will achieve these goals as they go along. But a significant number fail to achieve their life goals,” noted Mr. Rolando A. Robles, R.F.P. (Registered Financial Planner). “We are sure they did not plan to fail. They only failed to plan.

 

Mr. Robles is one of the two speakers for Write Consult’s Personal Financial Planning Workshop set for Saturday, October 12, 2013 from 8:30am-5:00pm at Seda Centrio, Cagayan de Oro City.

 

This workshop will help you visualize your life goals and align the financial means to attain them,” said Mr. Robles. “This will be especially useful for young families who are planning to go into business or expand an existing one, planning to invest in a new house or thinking of going on a vacation abroad and who about to undertake similar major life-cycle events.”

 

The one-day seminar-workshop will explain how the personal financial planning process works, analyze a family’s financial fitness, identify and prioritize a family’s life goals, identify issues that can deter them from attaining their financial goals, understand and comprehend the various financial products and investment instruments that are available to help them attain their long-term goals, and learn how to craft a Personal Financial Plan.

 

Mr. Rolando A. Robles, R.F.P is a Registered Financial Planner with over 30 years experience in the country’s top insurance and asset management companies, He will be joined by Mr. Roderick T. Enriquez, one of the country’s top banking professionals with a sterling record of over 20 years in five of the country’s Top 5 banks who was graduated with distinction from top universities in Japan and Hawaii.

 

Discounts for couples and groups of five or more are available. Early bird discount are also available for those who register on or before Saturday, 05 October 2013. For further queries or reservations, please contact mobile #s 0917-714-8484/0999-998-4980 or email write.consult74@gmail.com.

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