Financial Planning

Financial planning, unit trust, insurance, protection, wills, trusts, sources of income for everyone

Financial Planning header image 3

WORKSHOPS

INVITATION TO A SPECIAL WORKSHOP

THE SECRETS OF MAKING MONEY

THROUGH UNIT TRUST INVESTMENT

(Planning for a better retirement lifestyle)

You will learn:

  • Your Financial Dashboard
  • Building up and Stretching your retirement fund
  • Managing risk, maximize return
  • Parking your retirement fund
  • How to Benefits from Unit Trust Investment
  • Diversification
  • Dollar Cost Averaging
  • Strategic Asset Allocation
  • Rebalancing
  • Monitoring
  • How to save on service charge and make more money
  • Be your own CEO
  • Paying back – helping others.

BONUS: Special hands-on session on creating your net-worth statement and knowing your cash-flow.

Place: Damansara Jaya (near Atria)

Dates: Saturdays (27/9, 11/10, 25/10, 8/11,  22/11)

Time: 3.30pm to 5.00pm

Fees: FREE for 1st 10 people. A fee of RM50 is chargeable for others

Please sms to 012-3092145 or email to bizken@gmail.com to confirm your attendance. Secret<Name><no of people><email address><workshop date>

Confirmation is on a first come first serve basis. Seats are limited.

1 Comment

1 response so far ↓

Leave a Comment