(L)Earning Together Webinar: Crafting Your Personal Financial Plan

December 4, 2024 via Zoom

Usapang Pera: (L)Earning Wealth Together Series

 

Course description

Join the (L)Earning Together Webinar: Crafting Your Personal Financial Plan to learn how to take control of your finances. This session will guide you in setting achievable financial goals, creating a personalized plan, and making informed decisions to build a secure financial future. Perfect for beginners and seasoned planners alike!

(L)Earning Investment

  • FREE for New SEDPI Coop Member (Must undergo Pre-Membership Seminar (PMES), pay membership fee (PhP100), and pay PhP1,000 minimum share capital)
  • PhP1,000 for SEDPI Coop Member
  • PhP2,000 for Pag-IBIG Loyalty Card or Loyalty Card Plus Holder
  • PhP10,000 for Non-Member Attendee
  • Optional: Free (L)Earning Wealth Book – just pay for PhP200 processing and shipping fee

Webinar Delivery

  • Online via Zoom
    • Date: December 4, 2024
    • Time: 10:00 to 12:00 PM, Philippine Time
  • Online course via Canvas

2024 Webinars

DateWebinar
February 10, 2024(L)Earning Together: Building and fortifying your investment portfolio
March 9, 2024(L)Earning Together to Leverage Insurance for Financial Freedom
May 11, 2024(L)Earning Together : Understanding Fixed Income Investing for Stable Returns
May 25, 2024(L)Earning Together: Productive Use of Loans to Increase Wealth
June 8, 2024(L)Earning Together : Stock Market and Cooperative Share Capital Investing
July 20, 2024(L)Earning Together : Real Estate Investment Strategies
September 27, 2024 (L)Earning Together : Financial Planning for Your Children
November 6, 2024(L)Earning Together : Digital Banking and Online Investments
December 4, 2024 (AM)(L)Earning Together : Crafting Your Personal Financial Plan
December 4, 2024 (PM)(L)Earning Together : Effective Retirement and Estate Planning
December (TBA)(L)Earning Together : A Comprehensive Guide to Owning Your Home
December (TBA)(L)Earning Together : Small Business Essentials
January (TBA)(L)Earning Together for Financial Growth : Accelerate Your Savings
February (TBA)(L)Earning Together Webinar : Building and Fortifying Your Investment Portfolio
March 5, 2025(L)Earning Together Webinar : Leverage Insurance for Financial Freedom
April 2, 2025 (L)Earning Together Webinar : Understanding Fixed Income Investing for Stable Returns
May 7, 2025(L)Earning Together Webinar : Productive Use of Loans to Increase Wealth
June 4, 2025Topic: (L)Earning Together Webinar: Stock Market and Cooperative Share Capital Investing
July 2, 2025(L)Earning Together Webinar: Real Estate Investment Strategies

Usapang Pera: (L)Earning Wealth Together Series

Usapang Pera: (L)Earning Wealth Together Series is a pioneering program dedicated to transforming the financial lives of Filipinos in the Philippines and abroad. Anchored in the principles of sustainability, emotional intelligence in investment decisions, and collective financial responsibility, our mission transcends traditional financial education.

How We Make a Difference:

  • Sustainability at the Core: Our curriculum embeds positive social impact and environmental stewardship into every investment decision, guiding participants towards contributing to broader sustainability goals.
  • Beyond Risk Appetite: We navigate beyond traditional risk profiles, focusing on security, liquidity, and returns to select investment products that align with your life goals, ensuring a balanced approach to achieving financial freedom.
  • Collective Financial Responsibility: Recognizing the importance of a supportive ecosystem, we emphasize the role of government, community, and personal networks in fostering an environment conducive to financial success.

Our Approach:

  • Engaging and Interactive: We believe learning about personal finance should be as engaging as it is informative. Our sessions are designed to be fun, fostering an environment where participants are excited to learn.
  • Simplified Concepts, Real Examples: By breaking down complex financial concepts and using relatable success stories, we demystify personal finance, making it accessible to everyone.
  • Approachable Experts: Our trainers are not just financially savvy—they’re relatable individuals who have achieved financial stability themselves and are passionate about sharing their knowledge and experiences.

 Why Choose Us?

To those seeking not just financial literacy but a pathway to financial freedom, Usapang Pera: (L)Earning Wealth Together Series represents the convergence of innovative, excellence-driven financial education and a commitment to sustainability, emotionally intelligent investing, and cooperation. With our proven methods, we don’t just change financial habits; we transform lives.

Our trainings equip you with practical knowledge, skills, and tools, ensuring that the journey to wealth is not only achievable but sustainable. Embrace the power of collective learning and take your first step towards financial empowerment with us, because “Ang pagyaman ay napag-aaralan at napagtutulungan!”

USEFUL RESOURCES

Sources of information and practical tips on money management