Financial Planning for Couples

Whether you are just getting married or have been married for decades, working together on your financial plan is key to having a blissful financial future as a couple. Salve Duplito, RFP®, multi-awarded financial journalist, financial planner, and co-host of ANC’s On the Money, has inspired and advised thousands through

Speakers

Salve Duplito

Co-Host, On the Money

Start

April 25, 2015 - 9:00 am

End

April 25, 2015 - 12:00 pm

Address

SMX Convention Center, SM Aura Premier, Taguig City View map

Whether you are just getting married or have been married for decades, working together on your financial plan is key to having a blissful financial future as a couple.

Salve Duplito, RFP^®, multi-awarded financial journalist, financial planner, and co-host of ANC’s On the Money, has inspired and advised thousands through her show and column and has personally mentored and coached numerous couples on how to manage their money.

Attend her half-day workshop entitled “Mpowered: Financial Planning for Couples” on April 25, 2015, 9:00am-12:00pm, at SMX Aura, BGC, Taguig City as a couple and start getting your financial future on track!

How You Will Benefit

This workshop can change your family’s financial future and strengthen your relationship as a couple. You will be Mpowered! These are some of the benefits for attending:

You will learn where you are right now, where you want to be, and how to get there, so you don’t feel lost, confused, and uncertain.
You will get help making and implementing your own financial plan, so you can actually make important changes to your finances.
You will get the latest updates in the financial markets, so you know to apply these to your family’s finances.
You will feel empowered and more in control, so you can start enjoying a richer, more rewarding life that you want for yourself and your family.

What You Will Learn

1. The value of financial coaching

2. How not to be fooled by the marketing spiel

Banking products and managed funds
Debt
Insurance
Stocks
Looking for independent financial advice

3. Identifying your meaningful milestones

The right way to set goals
What your timeline says about you

4. Crunching the numbers

Getting real: what’s your net worth
Getting real: what’s your magic number for retirement
Getting real: how do all your other goals fit in
Getting real: how much do you need to set aside monthly
Getting real: what’s wrong with your cash flow

5. Protecting your family from risks

Understanding life insurance
How much do you really need
Life insurance and investments

6. Protecting your credit history

New developments in the government credit bureau
Your window of opportunity to fix credit
What do do if you have a hit on your credit score

7. Investing for growth

Bonds
Stocks
Pooled funds
ETFs
Real estate
Global investing
Staying away from scams

8. Giving back to the community

Who Will Guide You

Salve Duplito, RFP® is one of the most respected financial journalists in the country. She is the co-host of On The Money, a personal finance show aired on the ABS-CBN News Channel (ANC). Salve shares personal finance tips and strategies, and widens the discussion on consumer and investing issues that face viewers today. In her SalveSays segment, she breaks down complex financial and investment concepts into simple, easy-to-understand, and actionable ideas for the everyday Filipino.

As a financial literacy advocate, Salve has pushed for the last two decades for a cultural revolution on how people should handle their finances and use debt wisely. She is also a public speaker, communication consultant for organizations like the World Bank and the Asian Development Bank, and a Registered Financial Planner (RFP®). Salve practices what she preaches as she actively guides and coaches clients as a financial planner.

She worked for two decades as a financial journalist for publications such as the Philippine Daily Inquirer, the Inquirer Interactive, and BusinessWorld, winning prestigious awards for her articles including the Jaime V. Ongpin Awards for Investigative Journalism, EJAP/Metropacific Banking and Finance Reporter of the Year, and the Citibank Award for Excellence, among others. Salve is known for her independence and tells it like it is, so you are sure to get only well-researched insights and objective financial advice.

During the workshop, Salve will be assisted by other financial planners to help you with the worksheets and exercises. They will also available to you after the workshop to answer your questions and help you put your financial plan into action.