This financial class serves as practical guidance on basic financial planning for Millenials. Millenials need to build strength and power to maximize their youth; one way to do it is by having a strong financial acumen as a foundation to achieve their goals. Understanding finance can also help them to strategize and plan for a better future.
The class will be divided in 2 parts. The first part will discuss about financial planning in general. The second part will discuss the millennials’ needs and what to prioritize to secure your finance for your future.
Topics that will be covered:
o Personal Financial Planning
o Financial Life Cycle
o Financial Planning Pyramid
o Cash Flow
o Savings & Investment
o Debt & Risk Management
o Financial Check-Up
o Financial Planning for Millennials
o Planning for Future Life of Millennials (borderless world, hi-tech, rent vs buy)
o Priority of expenses: Health, Lifestyle, Retirement
o Investment for Millennials: paper assets vs real assets
o Don’t be a sandwich generation!
What you will learn:
Participants will learn the basic financial planning skill so they can prepare their own financial plan that aligned with their life goals.
What the price is inclusive of:
- Personal Financial Planning Knowledge
- Networking
- Lunch
What you need to bring:
- Notebook
- Pen
