ASSOCIATE FINANCIAL PLANNER Broker - Financial Services, Wealth Academy Trainer(International Marketing Group) Computer Professor, De La Salle - College of St. Benilde , OB Montessori Center, FEU, Hope Academy, St Mary's Academy, Western Colleges

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Financial Planning and Workshops!

September 19, 2009

FINANCIAL EDUCATION IS THE KEY TO FINANCIAL INDEPENDENCE

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It was not many years ago that with a little hard work and careful budgeting, most families could realize their dreams of buying their own  home, sending their children to college or retiring in relative comfort.

But in the blink of a generation, the financial landscape changed dramatically for today’s families. Skyrocketing costs, mountains of debt and lack of savings have forced families to downsize or even eliminate their dreams.

Each month, families find themselves walking a financial tightrope, hoping to stretch their income just far enough to cover expenses, and to avoid that one false step—a termination notice or a medical crisis—that could send them plummeting into ruin.

Not too long ago, a parent can raise 10 children.

Today, the 10 children cannot raise a parent.

…and a couple, both working ,can hardly raise 2 or 3 kids.

At IMG, we believe that YOU should not compromise your dreams. Instead, we advocate taking a practical approach to finances, one that incorporates powerful financial concepts and programs to provide YOU with the tools needed to make smart choices. We believe that Everyone, if given the right information, can achieve Financial Independence.

If you think Financial Education is expensive and a waste of time, try Ignorance!

The need exists for widespread

FINANCIAL EDUCATION

 

But how do YOU gain this knowledge?

Schools rarely teach it. Families hardly talk about it.

Unfortunately, unless YOU understand the power of money, YOU can’t put it to work for YOU.

  

Workshop Overview:

Wealth Academy training program will provide every participant a “Blue Print of their Financial Future”.

How the Participants will benefit?

  

TRAINING METHODS:

This life changing training program provides an interactive approach to every participant. Its comprehensive modules allow the participant realized their current financial conditions. We provide practical approach workshops to determine “How much money is enough”.

WORKSHOP OUTLINE:

Series 1:  Financial Solutions/ Wealth Management  

This series is designed to provide a simple, clear, comprehensive and practical approach to Personal Financial Planning. It presents the vital concepts and principles necessary for anyone desiring to get out of debt and build wealth for his/ her family.

  • The Six (6) Steps to Financial Independence
  • The X-Curve Concept: The Blueprint of Financial Planning
  • The Rat Race Cycle: The Reason Why Most People Struggle Financially
  • Debt: Friend or Foe?
  • How to Increase Cash Flow
  • How Money Works
  • The Wealth Formula
  • The Rule of 72: The Power of Compounding Interest
  • Fundamentals of Investments
  • Putting the Allies of Wealth to work for you
  • Overcoming the Enemies of Wealth
  • How to Build a Solid Financial Foundation

                Duration: 1 ½ hour

 Series 2: Finance 101 

A more intensive and powerful discussion of wealth-building and wealth-protection principles, this series focuses on how one can truly build a solid financial foundation. It presents the different investment options one could undertake to build wealth. It also reveals the Secret of the Financial Industry-how they rob people’s money-the things you ought to know.

  • Building a Solid Financial Foundation
  • The Three (3) Secrets of Insurance
  • Rules in Investing
  • Different Investment Vehicles
  • Mutual Fund vs. Investing in Stocks
  • Investment Strategies: How to Minimize the Risk and Maximize Profits
  • Money Cost Averaging
  • Diversification and Asset Allocations
  • Retirement Strategies
  • Providing Proper Protection for Families        

                Duration: Two (2) hours

Series 3: Financial Planning and Management Workshop  

A higher level learning, this seminar will guide you in planning your financial future. It will help you realize your current financial position, set goals, and create a concrete plan to achieve your family’s financial objectives.

  • Financial Goal-setting, Coaching and Mentoring
  • Financial Check-up and Needs Analysis
  • Starting Your Personal Financial Strategy
  • Debt Management: How to Escape the Grip of Debt
  • Fortune from Small Change: The Investible Fund
  • Statement of Income and Expenses
  • Statement of Assets and Liabilities
  • Estate Preservation

               Duration: Two (2) hours

 

 

 

 

Series 4:  Creating Multiple Passive Income Streams  

This series provides a powerful approach on how to get started building multiple streams of passive income.

  • The Different Sources of Passive Income
  • Active vs. Passive Income:Three (3) Kinds of People and How They Make Money
  • Creating Multiple Passive Income Streams
  • Becoming Your Own Financial Expert/ Bypass the Middleman
  • New Concepts of Making Good Money                   

                Duration: 1 ½ hour

A minimum of Fifteen (15) participants, and a maximum of Thirty (30) participants per session are recommended.

Equipment Needed: OHP or LCD multimedia projector

WE CUSTOMIZE DESIGN OF TRAINING PROGRAMS FOR EXCLUSIVE RUNS!

The Financial Management training program and workshop is open to all kinds of groups and organizations like corporate, cooperative, school, church, rotary club, etch.

You can also booked us for retreats, team building and other related activities.

We also conduct Pre-Retirement Counselling Program, family or individual financial needs analysis.

 

Financial Management Training Includes: A “Life Changing”, learning experience complete with Workshop Materials, Wealth Calculator, Certificate, and more.

 

For Details please contact:

 

JAY C. GALANG

ASSOCIATE FINANCIAL PLANNER

Trainer, Wealth Academy

National Marketing Director, International Marketing Group       

Professor, De La Salle- College of St. Benilde

Mobile:  0919.327.9960, 0916.696.1434, 0932.328.8682

Office:  02.812.2551 loc. 116 Direct Line: 02.568.1601

Email:   jay.galang@img-wealthacademy.com , jaygalang@gmail.com

Website: www.img-corp.com; www.img-wealthacademy.com

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