FREE Financial Planning Seminars

"An investment in knowledge pays the best interest." - Benjamin Franklin

Does this sound like you? You want to: 

- Prepare for your retirement, so you can enjoy life and live comfortably with your family?

- Prepare for your children's education, so you can send your children to the best schools without having to worry about the tuition?

- Find out the common mistakes of OFW retirees so you can avoid them? 

- Find out the common mistakes of Filipino employees so you can prevent them from negatively affecting your financial future?

- Understand why SSS, Philhealth, Pag-ibig and other government benefits are not enough for your retirement? 
- How to start growing your retirement fund that can help you beat inflation and earn more than bank savings/time deposit accounts?

- And more, among others!

My team of competent and licensed financial advisors from Sun Life of Canada (Philippines) offer FREE FINANCIAL PLANNING SEMINARS on the topics of Personal Finance. Ideas such as the following will be discussed:

  • What is Financial Independence?
  • How to Plan for your Retirement
  • How to Plan for your Children’s Education
  • How to Build Up Your Health Fund
  • Fundamental of Investments
  • How to Get the Highest Potential of your Money
  • How do Mutual Funds work?
  • How to Open a Mutual Fund Account
  • Is Insurance a Good Investment?
  • What are the Different Types of Life Insurance - and which is the best for YOU?

Studies shows that only 1 to 2 out of 10 Filipinos prepare for retirement. 

Consider this: If you can generate at least 75% of your pre-retirement income during your retirement years, you will live a life of luxury. 

If you can only generate only 30-50%, you will live a life of struggle.

Being truly is not through luck or working hard or winning in the lotto.

If you know what to do with your hard-earned money (any amount will do!) and you actually put your knowledge into action, being truly rich is only a matter of time. 

Schedule a FREE financial planning seminar for your company/school/cooperative/church: 

This is absolutely FREE of Charge. 

Our only requirement? 
- at least 20 attendees and at least 2 hours for the seminar

(We can adjust the length of the seminar, depending on your request.)

Fill out this form so we can get started: