(L)Earning Together : Effective Retirement and Estate Planning
Objectives:
- Understand the fundamentals of retirement and estate planning, including goal setting, savings strategies, and legal considerations.
- Learn how to calculate and prepare for retirement needs based on lifestyle, inflation, and financial goals.
- Gain knowledge of essential estate planning tools such as wills, trusts, and healthcare directives.
- Explore strategies for preserving wealth and ensuring a smooth transfer of assets to loved ones.
- Identify common challenges in retirement and estate planning and learn how to overcome them effectively.
- Create a personalized plan for retirement and estate management tailored to your unique needs and goals.
Course Description:
(L)Earning Together: Effective Retirement and Estate Planning empowers participants to prepare for retirement and organize their estate. Learn how to save for retirement, manage assets, and plan your legacy with practical tools like wills and trusts. Gain confidence in your financial future and secure a sustainable path for your loved ones.
(L)Earning Fee:
PhP1,000 for SEDPI Coop KaSosyo members
- PhP2,000 for Pag-IBIG Loyalty Card holders
- PhP10,000 for non-members
- FREE if you apply as a SEDPI Coop KaSosyo member
Webinar Delivery
- Online via Zoom
- Date: December 4, 2024
- Time: 2:00 to 4:00 PM, Philippine Time
- Online course via Canvas
