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Financial Planning for Senior Citizens

About the Seminar..

The workshop conducted for Bank of Baroda retired employees, focused on empowering senior citizens with essential financial knowledge for post-retirement life. Topics included financial independence, common money mistakes, Investment Options, Risk Tolerance, and the importance of Will and Succession Planning. The session aimed to provide clarity and practical guidance to help retirees make informed financial decisions and secure their financial future.

Retirement planning

Feebacks of the Seminar

- Vinayak Vasudeo Bhagwat

I appreciate the use of simple language and clear ideas throughout the seminar. The explanations were thorough and easy to understand. Key takeaways for me included the importance of reviewing the distribution of assets, the necessity of making a will, and the value of investing for the long term. Overall, it was a very nice and useful experience!

- Narendra Deokar

The advice related to investments was very useful. Overall, it was an excellent session that provided valuable insights for investments, not only for myself but also for my family and others.

- Ashok Joshi

The session was addressed very interestingly and was quite elaborate, covering all the essential topics for investors to understand. My key takeaway was the importance of prioritizing a review of all investments. I would highly recommend these sessions to others.

- V R Degvekar

I like the openness and honesty of the session. It was great and very useful. I plan to create awareness about what I learned today regarding financial planning with my children. Everyone should attend sessions like this from experts like you.

Glimpses of the Seminar

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