DEsign YOur Financial Life

(Online Training)

About Training

The focus of the program is to make an impact on the mindset

Jagoinvestor’s offline workshops called, “Design your financial life” is now happening online. We used to conduct this training in some of the selected cities in India. Till now more than 1500 people have participated in our training and corporate programs. The whole idea behind conducting such training is to connect with our readers at a deeper level and to CREATE a learning experience for them around money management.

This training program helps an investor to look and think about his financial life at a deeper level. The program will teach various basic foundation level lessons to participants and also give them action-oriented insights. The focus of the program is to make an impact on the mindset on how to live a good financial life and not just learn a few things.

We have constantly observed that everybody wants to create wealth but very few are willing to WORK on their financial life, this workshop is an opportunity for you to do the required work.

Schedule

Date: 15th-16th August ( Saturday and Sunday) | Time: 10 am to 1 pm

15th August (Day 1)

Introduction of the Program

What is this program all about?
How to get maximum value from this program?

Foundation

Why to Slow down as an Investor
Designing vs Planning
Defining your Version 1
Give vs Get Investor

Journey of an Investor

Life Insurance
Health Insurance
Emergency Fund
Short Term Goals
Long Term Goals
Playing to Win vs Playing to Not Lose
3G theory

Are you ready for Retirement?

How long will you live in Retirement
Retirement Wake up Call
How much to Invest for Retirement?
The Tail end of Wealth Creation
8 Retirement Planning Challenges

Wealth Creation in India – Why and How

Stock Markets and GDP – How are they related
India’s Future – Where are we headed
Returns vs Real Returns
Lenders vs Owners
Getting Comfortable with Equity
Why Mutual Funds for Wealth Creation?
Wealth Creation Formula

16th August (Day 2)

Saver vs Spender – Who you are ?

Group Activity – Saver vs Spender vs Avoider vs Saint
Negatives vs Positives of Being your type
How to keep a balance

Succession Planning

What is Estate Planning?
Why people don’t do Estate Planning?
Nominations and Wills
Who will get money is there is no WILL?

Tax Planning

Basic Ways of Saving Taxes
How your parents can help you save taxes?
Concept of Tax Laddering

The Rich Mindset

How to Avoid Misselling – Build your Wealth Space
How System Works & Power of Small savings
Financial Freedom – What’s your number?

Good Habits

Define your Version 2.0
10 Habits of a good investor
Thanks and Best of Luck

VIDEO TESTIMONIALS

FREE Financial Health Checkup

As part of your workshop registration, you also get a FREE financial health checkup where you get a score out of 100 for your financial life. This will help you to understand where exactly you stand in your financial life on a range of 0 – 100

* Please note that you only get to know the SCORE. This is not some financial planning offer with exhaustive discussions on your financial life.

Absolutely Stunning

We simply love the food and the concept at Let’s Meat. A very friendly and romantic place where you can find the love and steak of your life.

Great Food & Fun Idea

Well, this place is definitely one of a kind. The combination of great food and a romantic rendezvous is not seen anywhere else and we like it.

We Had Our Doubts

But after 5 minutes we were absolutely convinced. This place has invented a really beautiful idea and the people behind Let’s Meat are awesome.

Contact Us

Phone/Whatsapp	+919979922535
Email	[email protected]

Working Hours

Monday – Friday	10:00 am – 7:00 pm
1st and 3rd Saturdays	9:00 am – 3:00 pm
Sundays, 2nd & 4th Saturdays	Closed

You can follow Let’s Meat on all major social platforms. News, contests and events are announced on these platforms.

Design Your Financial Life