Financial Planning Workshops: Plan, Grow & Secure Your Future
Financial Life Planning (FLP) is not limited to investing and saving your money. There are many variables to it that we generally tend to overlook. Every individual has his/her priorities and issues and every issue has a solution. Whether it comes to artists, doctors, IT professionals, entrepreneurs everybody have their own financial pain points we have creative suggestions and solutions for all! Come and be a part of our workshops which are targeted at a specific demographic and here, we address many such issues and offer innovative concepts and solutions. These workshops are absolutely free of cost!
The topics we have covered so far are:
Will and Succession Planning
The seminar on Will & Succession Planning, held on 9th February 2025...
Financial Planning for Senior Citizens
Conducted a Seminar on Financial Planning for Senior Citizens...
Seminar for IAPP Members
Seminar conducted for Indian Association of Practicing Pathologist..
Webinar for Women
Webinar conducted to empower financial future for Women...
Financial Planning Seminar at Rohan Builders
On 12th April 2025, Saturday, we conducted an engaging seminar on “Financial Planning”
The topics we have covered so far are:
Before you buy your dream house
Is it really necessary to follow the age old goal of owning a house? Is it really practical in today’s times? We’ll help you ask the right questions for the right answers.
Common mistakes done by Doctors
We ensure that you lead a healthy, financial life! Hey Doc, let’s not be so ad hoc!
Common mistakes done by IT professionals
As part of one of the highest paid industries of today, we help you make wise financial choices and appropriate investments for monetary flexibility.
Common mistakes done by SME owners
You and your business are two separate entities. Let there be no identity crisis here! We help you manage personal finance and business finance.
Financial planning for creative professionals
Are financial decisions holding you back? We’ll help your creative juices flow in the right financial direction.
Investments
It’s high time we look at investments as a means and not an end. Learn to invest to achieve your quest!
Tax Planning
Take a few necessary measures with our help, and it’s actually not that Taxing!
What is life planning?
Set your priorities and invest to achieve them! Invest to achieve a goal and don’t look at investment as a goal.
Webinar for IAPP Members
workshop conducted for Indian Association of Practicing Pathologist (IAPP, Pune).
Webinar for Women
Webinar conducted to empower financial future for Women.
Financial Planning for Senior Citizens
Conducted a Seminar on Financial Planning for Senior Citizens to gain valuable insights on managing finances during retirement.
Will and Succession Planning
The seminar on Will & Succession Planning, held on 9th February 2025, emphasized the importance of preparing for the future.
Financial planning for
creative professionals
Science on
investment
Understanding
mutual fund
Snapshot of the workshop conducted for Indian Association of Practicing Pathologist (IAPP, Pune)
