Financial Planning: Getting Started

A one-hour awareness session that provides practical takeaways in a flexible timeframe
  • 1 Hour
  • Seminar (Specialized)
  • General Audience


Having a financial plan helps us manage our personal finances. Before meeting with a professional financial planner,  it’s important to be prepared to ask the right questions and to know what to expect in a financial plan. In this webinar, we’ll discuss the key sections in financial plans, including assets and liabilities, incomes and expenses, goal-setting, and insurance, tax, and estate planning.


A 1-hour instructor led training session that combines lecture elements with a variety of engaging elements like Q&A, group discussion, as well as polling and chat functionality when delivered virtually