FINANCIAL PLANNING MANILA
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FINANCIAL PLANNING SEMINAR

Financial Planning Seminar is a great venue for learning about the different ways by which individuals can strengthen the earning power of their money.

Financial-Planning-Manila.com, in cooperation with Sun Life Financial, conducts FREE financial planning seminars in Metro Manila for groups of people of varying sizes.
 
  • Big Groups - groups of 20 and more participants

  • Medium-Sized Groups - groups of 10 to 20 participants

  • Small Groups - from 2 to 10 participants

  • One-on-One - personal financial consultation    
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Courtesy: Sun Life Financial
The typical subjects discussed in our Financial Planning Seminar include the following:
  • Why the Need for a Personal Financial Plan?
  • What is the Difference Between Saving and Investing?
  • What are the Tools of Financial Planning
  • How to Prepare for Life Milestones
  • How to Plan for Children's Education
  • How to Plan for My Retirement
  • How to Plan for Leaving My Legacy

Why Do You Need To Attend A Financial Planning Seminar?

Many Filipinos earn a substantial amount of money through their jobs or their businesses.  However, these sums of money will not result in big benefits to them and their families if they do not know what to do with it.

Yes, Filipinos spend.  Yes, they save a little bit.  

But there seems to be a constant need to share the various ways and methods to grow and multiply their money so that they can take their wealth to greater heights.

Kailangan nating matuto kung papaano palaguin ng tama ang ating pera!  We need to invest, to put it more bluntly.

A Financial Planning Seminar is an opportunity for people to share information on the rules of money and how knowing these rules may result in exponential benefits for them.

Who Can Help Organize A Financial Planning Seminar in Metro Manila?

These seminars are very productive and beneficial endeavors that just about anyone can organize.  You can be any of the following:

     (a.) A Group of Friends who may want to learn about ways on how their income can grow and go a little farther.

     (b.) A Human Resources Department head who may want to provide a financial literacy seminar to their employees so that they can find it easier to stretch their income and help avoid them fall into the many investment scams that abound.

     (c.) A Family member who may want to gather his parents, wife, brothers, sisters, cousins, titos, titas, nephews and nieces in a nice and cozy atmosphere to learn about money together.

Reach Out To Us!

Contact us now and learn how best to deploy your resources to meet your financial goals in life.  Whether you want to attend or join a Financial Planning Seminar or want to organize one, just write us through the Contact Form below and include your details. 

You may also want to CALL OR TEXT US DIRECTLY at 0908-863-4617. You may want to suggest the venue but we can also take care of that. Then just sit back, relax and we'll take care of the Financial Planning Seminar for you.
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A Brighter Life Awaits With SUN LIFE.


Edwin Bartolome
YOUR PARTNER

Edwin T. Bartolome
Financial Advisor and Certified Investment Solicitor 
Code # 090848
CR # 02-2013-08539

For inquiries and assistance on Financial Planning Seminars and Consultations, you can reach him at:

Cellphone: 0917-661-6943
and E-Mail: [email protected]

Sun Life Greenhills
Office Address:
Baobab New Business Office
Sun Life Financial
6/F BTTC Centre,
288 Ortigas Avenue
Greenhills, San Juan City
Philippines
Tel. No. 719-3958
Fax. No. 719-3894


"Failing to Plan is Planning to Fail" 
~ Alan Lakein,
   Author
   "How To Get Control Of Your Time 
    and Your Life"

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The posts and opinions expressed on this website are my personal views and do not necessarily reflect the views of any insurance or investment company.  They do not represent (nor are they intended to represent) the positions, opinions or policies of any insurance or investment company.