Proposal for conducting Financial Wellbeing Workshop in your company
What is Financial Wellbeing Workshop
We introduce the concept note on Financial Wellbeing Workshop which is a one day program for corporates. Financial Wellbeing is that state of being wherein a person is making the most efficient use of financial resources available to him or her to the best use so that he/ she is in a position to absorb only financial shocks. The individual is on track to meet current and future financial goals. Financial Wellbeing can thus be achieved by any person or family irrespective of their income levels or wealth.
Why is Financial Wellbeing Workshop Important for your organisation: Personal finance is an empathetic and critical part of every employee’s dreams and aspiration. While everyone tries his best, based on his learnt knowledge and past beliefs, there are chances that such experiences could have been biased and could have led to some unnecessary investment and saving decisions. Significant financial issues like taking adequate personal life and health insurance could have been neglected and not aligned to their goals! Also, Will and Estate Planning not addressed. Such issues can lead to unnecessary stress. Such matters should be approached by someone who is qualified, has relevant experience and doesn’t try to promote any insurance or mutual fund. You would agree, that if such an ideal brief workshop is done at your premises, your senior and top management would appreciate your decision as they participate in such a high-level interactive workshop.
Who will conduct this Financial Wellbeing Workshop: To give this unique and all in one blended workshop, Taresh Bhatia is an ideal person he is well versed and equipped to resolve any issues relating to personal finance. This workshop shall be conducted by Taresh Bhatia, Founder, Advantage Financial Planners LLP under their “Advantage Investor Awareness Program". Taresh has conducted personal finance workshops in various forums, including corporates, associations, and universities etc.
Qualification: an MBA and a CFP (CERTIFIED FINANCIAL PLANNER
Experience: With his experience of 30 years; Having advised over 300 families and individuals in personal finance
Licenses: SEBI Registered Investment Advisor (RIA)
Declaration: Commitment to ethical practices like confidentiality and professional conduct. Also, no product or services are sold.
What Content Gets Covered in Financial Wellbeing Workshop
What is Financial Wellbeing?
Making the best use of Financial Resources- Income Expenditure, Assets, Liabilities.
Making you prepared for financial shocks and how to deal with them.
Being on track for achieving financial goals like children’s education, buying a house, Retirement.
Comparison of investment opportunities for retail investors.
Most common money mistakes made by people
Life and Health Insurances needs.
How should one manage her finance smartly to create wealth?
Tax Planning: What are various sections where you can save tax? How can you link your tax saving investments and insurances with your financial goals?
What is the ideal Audience Size and Venue of Financial Wellbeing Workshop: Ideal 30-50 participant per workshop. Interactive Session: At the end of the session, attendees are free to ask any question/ concern that they have in regards to personal finance.
The venue for hosting Financial Wellbeing Workshop: Usually organised at the in house training facilities, conference halls, workshop venues, Annual Sales conference venues.
What is the Duration and format of the Workshop:
Option A: A one-hour Session- We require 1 hour to deliver the session. After the necessary 40 minutes presentation, there is a Q & A for 20 mins. Following that, you can keep 1-2 hours interactive one on one sessions of 5 minutes each with your participants. Option B: one Full Day Session: We require 2.5 hours to deliver the initial session presentation, there is a Q & A for 20 mins. Following that, you can keep 2-3 hours interactive one on one sessions of few minutes each with your members/ participants. Customize: Upon request by the host, we can also customise the contents and program structure based on particular focus required and tailor made to suit the audience type, participant profile. It can also be made in English, Hindi, or a mix of both
Audio-Visual Films are shown to explain the importance of Financial Wellbeing.
How to Proceed: For scheduling a Financial Wellbeing Workshop at your organisation, kindly contact Taresh Bhatia at his mobile: +919810144683 or email: firstname.lastname@example.org or just click this link to schedule an online appointment http://bit.ly/Invite-Workshop.
Specialisation: Taresh has given presentations and conducted workshops/ Talk shows at Organisations like. This email is a proposal for conducting a Financial Wellbeing Workshop in corporate.