Why Financial planning is Important – Free Online Webinar

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Description

Advice towards the achievement of their Financial Goals
· Financial Plan Rollout in line with customer risk appetite & time horizon
· Annual Financial Plan Review & Tracking
· Investment Counseling and Monthly discussion
· Doorstep facilitation & online platform for Paperless Transactions
· Tax Planning & Return Filling

It is a comprehensive Knowledge Development Program of 60 minutes for your benefit to understand authentic financial plans, setting of short term / long term goals, pathway to achieve goals via asset allocations, how to make sound investment decisions, ability to manage financial resources effectively for lifetime and further how to reduce major financial mistakes which act as a wealth destroyer.

The agenda of the Webinar will cover following:

Why Financial Planning is necessary
Goal Setting
Contingency Fund
Risk Management Tools
Investment Avenues & Asset Allocation
Retirement Corpus
Tax Planning &
Succession Planning
Through proper Financial Planning

1. ­Help to achieve your various personal Goals
2. ­Know How much to Invest, What Corpus is Required and When to Withdraw from the day one
3. ­Organize your finances
4. ­Improve Cash Flow & manage debt
5. ­Lower personal Income Taxes
6. ­Plan for retirement
7. ­Plan for education/marriage expenses
8. ­Improve investment performance
9. ­Lower investment risk
10.­Reduce insurance cost
11.­Maintain current lifestyle
12.­Implement & monitor various recommendation
13.­Inherit of assets to next generation

Registration URL: https://attendee.gotowebinar.com/register/5517596020579773954

Profile of trainer: Sandeep Tahilramaney is a Certified Financial Planner from FPSB India; one of the highest certification in personal finance worldwide, having done his graduation in Production Engineering & PGDIM in Finance.
He is a dynamic professional with over 25 years of experience. He has started his career with Manufacturing Industries and worked with renowned companies like Gajra Belev Gears, Kinetic Honda, Adroit Industries and later shifted his career towards Finance in Wealth Management, Financial Planning, Content Development, Advisory Services on Insurance, Investment, Tax & Succession Planning etc.
Equipped with lot many NISM / NCFM certification, he is not only practicing planner but also a trainer for Adv. Excel & Financial Mathematics.

Ad Reference ID: 75458ec6d880f8dd

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