Our Bedok Youth Executive Committee(YEC) had organised another Financial Forum this Saturday after our successful seminar held back in February. I should have posted this earlier but had slipped my mind. I hope someone reading my blog today may consider dropping by last minute to benefit from it.
Surf the Financial Wave:
My Formula – Breaking the Millionaire Code by Thomas Mathew
Financial planning is a phrase that has been loosely used today. But what exactly is Financial Planning?
It means different things to different people. For some, it may mean the designing of a financial plan. To others, it may mean the starting of a savings plan. Yet to others, it may mean the purchase of certain insurance or investment plans.
In its true essence, Financial Planning means much more than just that. In this session, you will get to find out the formula for achieving lifetime financial success.
Seminar Outline
• Understanding the importance & concepts of financial planning
• The strategy of making informed & sound decisions
• Understand the principles of wealth accumulation
• Establishing your Game Plan for Financial Freedom
• 10 Steps to create your financial plan
• How to manage F.L.O.W (Financial Lifestyle Organized Well) in style
• Managing Portfolio & Investment Risks
Join us for this exciting talk that will give you insight into achieving financial success!
Saturday, 6 Sept 2008, 2pm
Victoria Theatre Level 3 Terrace, 9 Empress Place
For registration and enquiries, please call 6442 5317 or email your name, age, IC no and telephone no to ameliabedokyec@gmail.com by 5 Sept 2008.
Speaker's Profile:
THOMAS MATHEW, MBA Financial Services
Thomas Mathew has been in the financial industry for more than 17 years. He has achieved numerous awards for his outstanding achievements, helped few thousand clients in financial planning and is reputed as an icon in the financial industry. Thomas has taught and trained thousands of advisers Asia-wide, conducted in-house training seminars for various insurance companies, banks, schools, public-listed companies, private coachings and many more. Today, Thomas is a highly sought-after speaker in the region and is often invited to speak at conferences and congresses. He has been invited as a guest speaker on various media such as News Radio 93.8FM, CNBC and Money Mind.
Hope to see you guys there....
Thursday, September 4, 2008
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2 comments:
Thomas is a CFP before his MBA. He was with Prudential and now he is with IPP. He was known to have closed 1500 cases a year during his time as a Prudential agent, a feat still unsurpassed by any in the industry. What do you think? How did he close so many cases? It works out to be 4 cases a day, and 365 days non stop.
Unbelievable, right? selling? touting? sub agents? or Financial Planning which he is proud as a practitioner?
Please ask him these questions. Surely you would like to emulate him, his feat......It will be interesting to hear from the horse's mouth.
You like to drop by to ask him this question?
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