New Delhi 9355233599 info@aafm.club

9355233599

9355233599

9355233599

info@aafm.club

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MONEY & YOU – ALL YOU SHOULD KNOW!

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INR499
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5 Wonderful Sessions that will deepen your understanding of money and how to manage it in a better way.

1. PRESENTATION – “MONEY MANAGEMENT MADE EASY- 3 QUESTIONS YOU NEED TO FIND ANSWERS TO!”

PRESENTED BY: MR. DEEPAK JAIN, DIRECTOR, AMERICAN ACADEMY OF FINANCIAL MANAGEMENT INDIA

2. PRESENTATION – “HOW TO TALK TO YOUR CHILDREN ABOUT MONEY-INCULCATING MONEY MANAGEMENT HABITS IN KIDS”

PRESENTED BY: MR. KS RAO, HEAD – INVESTOR EDUCATION & DISTRIBUTION DEVELOPMENT, ABSL AMC

3. PANEL DISCUSSION GRADUATING FROM NO-PLANNING TO FINANCIAL-PLANNING TO WEALTH-PLANNING

MODERATED BY: MR. DEEPAK JAIN, DIRECTOR, AAFM INDIA
MR. KS RAO, HEAD – INVESTOR EDUCATION & DISTRIBUTION DEVELOPMENT, ABSL AMC
MR. DEEPAK MEHTA, HEAD- SIP, MULTICITY & RETAIL BANKING
MR. GAURAV GOYAL, NATIONAL HEAD – SALES & DISTRIBUTION, PRINCIPAL MUTUAL FUND
MR. ANUPAM SAXENA, NATIONAL HEAD – SALES & DISTRIBUTION, QUANT MUTUAL FUND

4. PRESENTATION – “HOW TO SURVIVE WITHOUT REGULAR INCOME?”

PRESENTED BY: MR. DHARMENDRA SATAPATHY, FOUNDER DIRECTOR, FOUNDER NEXT LEVEL EDUCATION

5. PRESENTATION – “LEAVE AN INHERITANCE NOT A MESS- PREPARING YOUR FAMILY & WEALTH FOR YOUR PASSING AWAY!”

PRESENTED BY: MR. DEEPAK JAIN, DIRECTOR, NEXGEN ESTATE PLANNING SOLUTIONS

 

SESSION 1: PRESENTATION – “MONEY MANAGEMENT MADE EASY- 3 QUESTIONS YOU NEED TO FIND ANSWERS TO!”

What you’ll learn after the session –

1. Get answers to three questions that decide your financial future and freedom
2. What can I do to build good foundations for my future earning and long-term wealth?
3. What financial habits are necessary to have a healthy financial life?
4. What financial mistakes should I avoid?
5. Learn how to differentiate between “Needs and Wants”

 

SESSION 2: PRESENTATION – “HOW TO TALK TO YOUR CHILDREN ABOUT MONEY-INCULCATING MONEY MANAGEMENT HABITS IN KIDS”

What you’ll learn after the session –

1. Learn why we need to teach money management habits to our children?
2. Learn what to teach and how to teach about money management to our children?
3. Discussion on what we are doing right and what we are doing wrong as a parent
4. Discussion on financial principles and values to inculcate in children.
5. How to make the point clear to clients that the involvement of family members in wealth management is important?

 

SESSION 3: PANEL DISCUSSION GRADUATING FROM NO-PLANNING TO FINANCIAL-PLANNING TO WEALTH-PLANNING

What you’ll learn after the session –

1. What would be the consequence of no financial planning and how should a person begin with his own financial planning?
2. What are the steps to financial planning?
3. What are the risks involved in moving from your current financial state to where you want to be? What can be done to mitigate these risks?
4. At what life stage should we think about moving from wealth creation to wealth preservation and transfer?
5. How to identify and set your financial and wealth goals?
6. How should a person who has just started working approach financial planning?
7. Learn the difference between active and passive income and how to attain financial freedom
8. Conclusion – A message to investors and savers of today

 

SESSION 4: PRESENTATION – “HOW TO SURVIVE WITHOUT REGULAR INCOME?”

What you’ll learn after the session –

1. Have skills and NOT A JOB to back you
2. Convergence of career in recent times
3. Discussion on Active vs Passive Income
4. Discussion on Liquid Money vs Illiquid Money
5. Discussion on Inflation and Power of Money

 

SESSION 5: PRESENTATION – “LEAVE AN INHERITANCE NOT A MESS- PREPARING YOUR FAMILY & WEALTH FOR YOUR PASSING AWAY!”

Get answers to important estate planning questions –

1. What makes up your Estate?
2. Do you want to have full control over your property while you are alive?
3. Do you want to take care of your loved ones and yourself if you become disabled?
4. Do You want to “Give what You want, to whom You want, the way You want, and when You want on your death?”
5. Do you want to save every last professional fee, transfer cost, and court cost related to the transfer of your wealth?
6. Is Estate planning about distributing your wealth?

 

OUR SPEAKERS

 

MR. KS.RAO 
HEAD – INVESTOR EDUCATION & DISTRIBUTION DEVELOPMENT, ABSL AMC

MR. DEEPAK JAIN
DIRECTOR, AAFM INDIA

MR. DEEPAK MEHTA                                                                                                                                           HEAD- SIP, MULTICITY & RETAIL BANKING

MR. GAURAV GOYAL                                                                                                                                          NATIONAL HEAD – SALES & DISTRIBUTION, PRINCIPAL MUTUAL FUND

MR. ANUPAM SAXENA                                                                                                                                       NATIONAL HEAD SALES & DISTRIBUTION, QUANT MUTUAL FUND

MR. DHARMENDRA SATAPATHY
FOUNDER DIRECTOR,  FOUNDER NEXT LEVEL EDUCATION

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