Good thing last week I was invited to this event in Shangri-La Makati wherein they would teach us concepts on how to be more financially literate. I just couldn’t pass up a chance like this since aside from it teaching me some basic know hows with regards to my finances it would also help me achieve my goals of retiring early and traveling with my loved ones to various countries.
During the event they talked about putting first things first and how you should be wise with your hard earned money. I mean in this day and age wherein us young ones usually spend more on experiences rather than save we sometimes need the guidance to steer us in the right direction of being financially sound in the near future.
I myself am a sucker for all those piso fares that these airline companies offer! I even bookmarked their sites on my laptop so I can keep tabs on the latest promos or the upcoming new must see destinations. haha. Talk about being their STALKER. 🙂
Since we usually equate wealth with the number of places that we have been to sometimes we would rather put in our hard earned cash to our travel goals than save. However we should also learn to budget wisely so as not to deplete our resources easily. Good thing after that event I kinda became a little more enlightened with regards to managing my cash 🙂 Thank you Coach Ava for sharing your insights with me 🙂
The Money E-Planner
The Money E-Planner can help you figure out the right insurance plan for you based on your life stage, how much you’re willing to invest and how often
It also helps you weigh them out with your goals for, let’s say, the next fifteen to twenty years. You will need to say how much experience you have in investments and your attitude towards investing as these are important as these details will help the system draw results customized to your needs and personality
I guess preparation is the key to achieving more of my goals in life. Growing up I always had a checklist of my things to do and the things I want to achieve however I wasn’t really keen on how to grow my cash. I just regularly save up around 20% of my sweldo in the bank and then keep it there so that when the time comes that I need it I have something to withdraw.
However, after the seminar they taught me more about other financial products I can use like stocks, mutual funds and the likes. I am actually excited to learn more about these so I can maximize my cash inflow and retire earlier hehe.
Check it out here
The Bus to the Future
Sun Life Financial is really being proactive about educating people about finances. Even with the digital age many people still have no clue on various financial products.In fact, Brighter Life Coach and Finance Expert, Aya Laraya, said that it doesn’t even matter what Insurance Agency you’d choose to work with once you’ve set your goals and have chosen the right financial partner for yourself; as long as you invest in your future.
Good thing Sun Life Financial has come up with a technology that would provide Filipinos a way to visualize your future based on your chosen life stage. They have this VR (Virtual Reality) technology wherein you get to see your financial future through the lens 🙂 Cool right?
The bus would be touring the metro and here are their designated stops along the way! 🙂
M4L Express Mall Bus Stops with special guests Clara Benin and Brisom:
June 11 – Bonifacio Highstreet, 9th Avenue
June 18 – Eastwood, Pasig
June 25 – SM Cebu Atrium
July 2 – Solenad 3, Nuvali
M4L Express School Bus Stops:
June 2 – MAPUA Institute of Technology
June 12 – Ateneo Graduate School of Business
June 16 – De La Salle University
June 17 – University of the Philippines Diliman
June 20 – San Sebastian College
June 24 – University of San Carlos Cebu
June 29 – Lyceum of the Philippines University Manila
June 30 – University of the Philippines Los Banos
Sun Life Advisors will be around to accommodate queries and inquiries, so if you have any questions, ask away.