The Holiday season is prime time for a financial windfall—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.
- 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
- Financial Literacy
- Budgeting Workshop
- Basics of Investing
- TVM Exercise