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ePlan Corporate Workshop


It gives us immense pleasure to introduce you to our flagship workshop Carving My Future. The theme of this workshop is Financial Empowerment. At the outset we would like to explicitly state that this workshop is purely designed to empower and to disseminate financial literacy. This workshop is not to sell anything.

In this workshop we will share methods by which you can manage things yourself. Be it Financial Planning, Investment, Pension, Taxation, Insurance, Banking, Loans and much more. You can choose to have Transcend's "ePlan - Free for Life" account. This account includes lifelong free access to our highly sophisticated technology platform “ePlan”, free personal assessment, access to amazing calculators, free ebooks, updates, strategies & smart tips. The aim is to get you to know what is right, avoid financial mistakes and take the right decisions. This workshop will surely leave an everlasting impact on your financial health.

V. Imp: In this workshop there will be no product promotion or recommendations whatsoever.

Details of the workshop are as follows:

Theme & Area

 

Carving My Future: Financial Empowerment

ASK anything you like, KNOW what is right, EMPOWER yourself.

Venue

This workshop will be conducted in your premises.

Workshop Agenda

Workshop agenda will have 3 main parts to be covered. The optional part 4 may be covered if participants so desire.

The agenda of the workshop is as follows;

Part 1

 

 

Introduction to REAL Financial Planning
What is Financial Planning / What is not Financial Planning?
Common Financial Mistakes & how to avoid them?
How to manage banking, credit card, loans & estate issues?

Part 2

 

 

"ePlan - Free for Life" account: Live Demonstration

24/7 access to highly sophisticated technology. Fully automated and very easy to use with in-built simulation modeling so that one can run unlimited financial scenarios. Ample scope for customisation as well.

Part 3

 

 

Open House: ASK anything you like

Stock Market, Mutual Funds, Bond Market, Deposits, Real Estate, Bullion, Tax Matters, Pensions, Estate issues, Life Insurance, Banking, Loans, Credit Cards, CIBIL issues... just about anything!

Part 4

 

 

 

 

 

OPTIONAL
The Financial Planner Shows (In association with Bloomberg TV)

a. 11 Commandments of Financial Planning

b. Debt & Loans - How to take, manage, eliminate?

c. 99% chances: You are a tax defaulter

d. Legacy of Misery

Download Brochure Carving My Future

 

We strongly believe that this workshop would be in line with employee benefit initiatives that your company had undertaken so far. Kindly note, this workshop is suited only for persons having family and above age of 30.

We seek the company’s request & approval for conducting this workshop. We are happy to discuss more on this over phone / email or in person.

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Theme & Area

 

Carving My Future – Financial Empowerment

Get trained, empowered and get FREE access to ePlan.

 

 

Venue

 

This workshop will be conducted in your premises.

 

Details

 

Workshop will cover 3 areas in 1 hour. The outline is as follows;

 

· Introduction to REAL Financial Planning: 10 mins

a. What is Financial Planning

b. Financial Mistakes & how to avoid them

c. What is not Financial Planning

 

· Create your own Financial Plan – Live Demonstration: 30 mins

a. Access to highly sophisticated technology.

b. Simulate 1000's scenarios.

c. Learn to do it yourself in real time.

 

We shall take the participants through a live, real time demonstration of how they can create their own financial plan. This state of art technology is first of its kind. It is fully automated, very easy to use and has in-built simulation modeling so that one can run 100’s of financial scenarios. There is ample scope for customisation using one’s preferences & judgement in the planning process. Planning is live and can be done from anywhere in the world. Attend the workshop and earn FREE access and FREE training of this amazing tool.

 

· Q & A – Open Discussion: 20 mins

 

Anything you want to ask …! Stock Market, Mutual Funds, Bond Market, Deposits, Real Estate, Bullion, Life Insurance, Banking, Loans, Credit Cards, CIBIL issues... just about anything!

 

· OPTIONAL –

The Financial Planner Show (in association with Bloomberg UTV): 30 mins

a. Financial Planning

b. Debt Management