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Introduction to Financial Planning
Financial Leakage / Cash Flow / Debt Management
Contingency Planning, Risk Management, Insurance
Investment Planning, Asset Allocation, Tax Planning
Retirement Planning
Estate Planning
Behavioural Finance
Q&A and Feedback Session
   
 
 

 
 
For Corporates
For Individuals
   
 
 
Introduction For Women Participants
 
Women are the back bone of the family. Whether a home maker or a working professional, whether single or married a women is the driving force without whom no circle is truly complete. However when it comes to handling the finances the scenario changes. Most of the women handle finances only to the extent of taking care of the house hold errands. Most of the times the finances of are taken care of by the husband or the father. And though this may be a common scenario, the women are left with many unanswered questions about finance.

What if something were to happen to my spouse? Will my family be able to live as well as we are doing today? Do I know where our money is parked?

What do I do in case of an unfortunate incident like divorce or a separation, will I be able to maintain the same lifestyle?

In uncertain times do we have enough emergency funds? How will my liabilities be taken care of? Which investment is good for me? The Financial Wellness Program of My Financial Advisor will answer these questions and many more. After this program you will be equipped with enough knowledge to take care of your finances prudently.

Rising Costs

Today, we live in an era where phrases such as pink slips, budget cuts, economic slowdown are common. At the same time, women are concerned about the rising cost of healthcare, children needs, real estate and lifestyle expenses like branded jewellery, purses, shoes etc

Financial Stress

There are many women who are not only working professionals but also they have to take care of their house hold. Thus, not being clear about handling the finances can take a toll
on women. And financial instability can lead to depression and anxiety. The reason for this is lack of knowledge about managing money. There is no point in working so hard for money and then giving it away due to lack of understanding of how to manage it. Participating in a Financial Wellness program at My Financial Advisor will give you the tools you need to better understand and apply all aspects of personal finance like handling day to day issues and to address extraordinary issues such as death, divorce and single parenting. A program of this nature is a must for every woman.

Easy To Understand
Financial Wellness For Women is a hands on program that will help you make smart and informed choices about money while avoiding costly mistakes. The language with which it is explained is very easy to understand. All topics are covered in such a way that you get a holistic view about how to handle your finances and become financially independent. Comprised of straight-forward,
unbiased, advice-filled and nonintimidating language, Financial Wellness will give you a solid understanding of all personal finance issues including the topics above.

Financial Literacy
4 or 8 hour program covering all topics mentioned below.

Participants will be given handouts and undertake exercises.

Free Gift

A CD comprising of 95 columns and case studies to read at leisure.

The topics covered are:

  • Introduction to Financial Planning
  • Financial Leakage / Cash Flow / Debt Management
  • Contingency Planning, Risk Management, Insurance
  • Investment Planning, Asset Allocation, Tax Planning
  • Retirement Planning
  • Estate Planning
  • Behavioural Finance
  • Q&A and Feedback Session
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