Training Overview

The Holiday season is prime time for a financial windfallโ€”be it 13th-month pay or annual bonuses, employees and business owners alike are given the opportunity to save and invest. How can this be done most effectively? What are the best practices for budgeting, investing, and ensuring that you can face the future without fear of financial problems? How can you make informed decisions and mitigate financial risks? In this course, licensed Wealth & Estate Planner, Rey Mella, will equip participants with the conceptual and practical know-how to be able to secure and grow their finances.


Training Objectives

  • To define financial terms and concepts needed to manage personal finances
  • To create a realistic budget given income, needs, and lifestyle
  • To identify opportunities for maximizing financial windfall

Topics

  • Financial Literacy
  • Budgeting Workshop
  • Basics of Investing
  • TVM Exercise

Learning Investment

Members

Use this ticket if your company is a member of AmCham Philippines. Please also select one of the following payment options:

Standard Price: โ‚ฑ4,500 + 10% | $82
- For online payments through credit card or Paypal, with an additional tariff due to service charges. Ensures a quick entrance to the event.

Standard Price โ‚ฑ4,500
$82
Non-Members

For non-member company of AmCham. Please select one of the following payment options:

Standard Price: โ‚ฑ5,500 + 10% | $100
- For online payments through credit card or Paypal, with an additional tariff due to service charges. Ensures a quick entrance to the event.

Standard Price โ‚ฑ5,500
$100

Trainer

  • Rey Mella (Certified Wealth & Estate Planner at Wealth Management Center)

    Rey Mella

    Certified Wealth & Estate Planner at Wealth Management Center

    Rey Mella is a certified wealth and estate planner (by the Wealth Management Center) and licensed financial advisor (by the Insurance Commission), with over 20 years of executive leadership experience in 33 years of manufacturing operations work in companies like Intel, Amkor, IMI, and Sun Power. He retired as Vice-President and General Manager of Sun Power Module Manufacturing.

    He also has over 20 years of stock market investing experience, specializing in the US stock market. He has done over 250 financial coaching sessions serving 100 plus clients and mentees on financial planning, investing, and estate planning.

    He finished his Electronics Engineering degree in St. Louis University in Baguio City via a 5-year government scholarship and took up his MBA in Ateneo and Lyceum of the Philippines.

    A long-time member of the Magis Deo Community, he is happily married and has 3 adult children.

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Venue

AmCham Philippines

2/F Corinthian Plaza, 121 Paseo de Roxas cor. Gamboa St.
Makati, Philippines

If you have any questions please contact Wina Puangco

Contact Organizer

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