The Retirement and Estate Planning webinar is your gateway to understand and plan for a future that offers peace and security. Learn the intricacies of retirement through the examination of the current state of senior citizens and the various forms retirement can take. Our structured approach ensures you’ll leave with clear outputs: a detailed retirement health check report, precisely defined retirement goals, an exhaustive understanding of your expenditure and income needs, and potential income sources through our unique SEXY investment framework. Delve into 10 diversified investment options and the principles of estate planning, all while debunking retirement myths and internalizing the 10 commandments to retirement. For the younger generation, grasp the promising Financially Independent Retiring Early (FIRE) concept. Secure your future now!
Day 1
Day 2
Session 1: RP1 Importance of retirement planning
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Session 2: RP2 Steps in retirement and estate planning
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Session 3: RP3 Step 1 – Assessing your current financial situation
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Session 5: RP9 Estate tax
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Session 6: RP4 Step 2 – Define retirement goals
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Session 7: FLYP14 Vince’s financial freedom
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Session 8: RP5 Step 3 – Determine spending needs and income requirements
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Session 9: RP6 Step 4 – Choose best investments to boost your retirement
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Session 10: RP7 Step 5 – Implement and monitor your plan
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Session 12: RP8 Early retirement
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Worksheets
Financial Health Check (FHC)
Money in – Money Out (MIMO)
Statement of Assets, Liabilities, and Net Worth
Personal Finance Diagnostic (PFD)
Ideal year and week worksheet
Retirement fund calculator
USEFUL RESOURCES
Sources of information and practical tips on money management
Mga bagay na dapat mong malaman sa insurance
Mga iba pang babasahin tungkol sa insurance:
- Iba’t-ibang klase ng insurance
- Must-have insurance for people in their 30s
- Ang pinakamatatag na insurance company sa Pilipinas (Part 1)
- Ang pinakamatatag na insurance company sa Pilipinas (Part 2)
- Anong insurance dapat mayroon ang mga bata?
- Gusto kong paghandaan ang future ng anak ko, tama bang investment-linked insurance ang kinuha ko?
- Paano gumagana ang ibinabayad na premium sa insurance para mabigyan tayo ng proteksyon sa panahon ng emergency
- Kung akala mo insurance ang education plan, basahin mo ito
- Insurance para sa mahirap
- Bakit mahal ang VUL o investment-linked insurance
Mga bagay na dapat mong iwasan sa insurance
Ito ang listahan ng mga articles na isinulat ko at videos na nagawa ko tungkol sa VUL para makakuha tayo ng mas sulit at mas epektibong insurance coverage.
- Bakit mahal ang VUL?
- Bakit mas maganda ang BTID kaysa VUL?
- Epektibong paggawa ng BTID upang masulit ang pinaghirapang pera sa insurance at investment
- Paanong mas maliit ang fund value sa VUL kaysa sa BTID?
- Ok ba talaga ang VUL kasi protected ka nito beyond 65 years old compared to term?
- Ok ba talaga ang VUL para sa estate taxes?
- Why Not VUL?
- Anong gagawin ko kung may VUL na ako? Paano ko ito ititigil?
- Pagkakaiba ng savings sa VUL
- Mga terms and conditions na kailangang hanapin kung bibili ng VUL
- Paano pumili ng mabuting insurance agent
Different kinds of investments
Preparing for retirement
Watch videos on money management
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Join online groups of Sir Vince
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