Copy of Workshops by Jagoinvestor

Design Your Financial Life – Online Training

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About The Training

Jagoinvestor conducts workshop called,“Design your financial life” in some of the selected cities. Till now around 1400+ people have participated in our workshop and corporate programs. The whole idea behind conducting such workshop is to connect with some of 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 few things.

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

Register for the workshop

SCHEDULE

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

15th August (Day 1)

Introduction of the Program

Topics Covered:

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

Foundation

Topics Covered:

1. Why to Slow down as an Investor
2. Designing vs Planning
3. Defining your Version 1.0
4. Give vs Get Investor

Journey of an Investor

Topics Covered:

1. Life Insurance
2. Health Insurance
3. Emergency Fund
4. Short Term Goals
5. Long Term Goals
6. Playing to Win vs Playing to Not Lose
7. 3G theory

Are you ready for Retirement?

Topics Covered:

1. How long will you live in Retirement
2. Retirement Wake up Call
3. How much to Invest for Retirement?
4. The Tail end of Wealth Creation
5. 8 Retirement Planning Challenges

Wealth Creation in India – Why and How?

Topics Covered:

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

16th August (Day 2)

Saver vs Spender – Who you are ?

Topics Covered:

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

Succession Planning

Topics Covered:

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

Tax Planning

Topics Covered:

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

The Rich Mindset

Topics Covered:

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

Good Habits

Topics Covered:

1. Define your Version 2
2. 10 Habits of a good investor
3. Thanks and Best of Luck

Who whould attend this training?

This training is for beginners. People who want to learn the basics of personal finance and would like to start taking actions.

The training will be in very simple and basic language so that it is easy for you to understand.

If you are married we recommend you to attend this training with your spouse.

What is not Covered in this Program?

We will not cover any topics related to STOCK MARKET or general stock tips, Neither we deal with any advanced finance topics like technical analysis or fundamental analysis.

If you are expecting advanced topics and course material, you should not attend the workshop

Glimpes from our Past Workshop

(Click on any picture to enlarge it)

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VIDEO TESTIMONIALS

More 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.

FAQ – Frequently Asked Questions

I am totally a begineer to personal finance? Can I attend? Expand Yes, you can definately attend the workshop, because everything we talk about will be basics. Everything will be in simple langauge and you will surely learn and enjoy the whole program. Will it be ok to attend because I have ZERO Knowledge about finance? Expand There is no pre requisite of knowing anything. We will start with level 0 and take it to level 5 throughout the day. I am already doing my SIP and investments? Why should I attend? Expand This workshop is not to just teach you about starting your SIP. Its a full day of various interesting topics and conversations to make sure you think about the next level in your financial life.

If you already have some investments and if you think you have done a lot. Then I think its a great place to verify if you are really doing the best things. Its a day to discover if you are following all the best practices or not.

At the end, we promise you that you will learn a lot of things which will take your knowledge and thinking to next level.

Why should I attend this with my Spouse? Whats the benefit? Expand MONEY is one of the top reasons why there is stress in family and fights between couples.

You need to be on the same page when it comes to money and your financial life. You need to be clear and agree on how your money will be spent in future, what are your financial goals and how important is money in your life?

When you spend a full day in workshop with your spouse, you both do some serious conversation and thinking about money. You hear the same things for the whole day and it shapes your mind in the same way.

What you would achieve in many years on your own can happen in 1 single day in the workshop. In past there are many workshop participants who have thanked us just for the fact that their spouses are now more interested in personal fianance and have learnt many things which they could have never done all by themselves. Is it going to be a SALES TALK? Expand No , it has no element of sales.

There are no discussion on any policy or even a mutual fund. The program is generic knowledge transfer talk. There will be powerful and intellectual talks related to money and personal finance. We are not going to sell you any policy or any product.

You are paying a fees to attend the workshop. Do not worry, come with an open mind.

However, we are surely going to share about what all we have to offer as part of our company because are many who want to know about it. You can just ignore those 2-3 mintues of the workshop at the end if you want. I am afraid that it might be very boring to hear about finance all day Expand Not at all.

We know that finance is an area which can be boring if the speakers are bad and if they just run a powerpoint full of bookish knowledge. But thats not going to happen in this workshop.

We talk in a engaging manner which makes sure you are well connected with the flow and we make everything seem easy and simple. We talk in a language which is fun and we keep using humour in between. Apart from that there will be group activities and some very interesting talks.

Just dont worry and surrender yourself for 1 day in the workshop.

Can I book my tickets on the spot? Expand Sorry, that will not be possible for 3 reasons

Reason #1 – All our workshops are house full all the time, and unless you have a confirmed seat, you wont be allowed to attend.

Reason #2 – We need to make arrangement for food etc and inform the hotel about it. For that reason we cant entertain last minute registration.

Reason #3 – We just dont allow it.

What are the cancellation charges once I book the tickets? Expand The workshop fees once paid is non-refundable. I know it sounds very bad, but thats how it is.

However, You can always transfer the tickets to someone else. However we would be happy to extend the discount to you on our financial planning service equal to 50% of the fees paid by you.

Also we cant adjust it with next workshop, because anyways we will have to pay to the hotel for your seat and other expenses. What is the profile of the participants who attend these workshops? Expand Its the common man.

Dont worry, the workshop will mostly be the mix of normal middle class people who are into jobs. They are all like you and me. These are people who are working in IT Companies, other MNC’s and small companies.

Then there are working women, home makers and single women who have just started their career. You will not at all feel out of the place. Register for the workshop

Are you interested to attend future Workshops?

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Incredible Numbers

1,400

Workshop Participants

We have trained many investors in last many years through our workshops

14

Cities

We have conducted workshops in various cities across India in last many years

14,960

SIP

These are the number of SIP’s which have got started by our readers and workshop participants till now

Invite us for Workshops in your Company

If you are an HR of any company and want to do these kind of workshops for your company, kindly contact us on help@jagoinvestor.com . If you are not an HR, still you can talk to us for getting this workshops done in your company and we will guide on how to approach our HR regarding this.

1-2 hrs session

These are small and very focused sessions where we talk about long term wealth creation and basics of living a good financial life. We will talk about investments and insurance along with how to do their own financial planning.

3-4 hrs session

These are ideal duration workshops if you want to do detailed work on your employees in the area of personal finance. We will talk about financial planning, wealth creation, saving tax and various other important aspects of personal finance.

Full Day Workshop (around 8 hrs)

These are day long workshops which are designed to take someone’s financial life to next level. We talk everything starting from basics of money to financial freedom. You can visit the schedule and topics by clicking here

Any Questions?
Get in touch with us

Mail us on help@jagoinvestor.com