2. WHAT WILL I LEARN
 How to plan my Investment Portfolio?
 My Assets and my Liabilities .
 Am I adequately insured?
 What are different asset classes?
 What is my risk appetite?
 How to plan my post – retirement income?
 How to plan my child’s education program?
 How to relate my investments with my various goals?
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 HOW TO LIVE IN (FINANCIAL) PEACE AND HAPPINESS.

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4. The new economy – more rich, more poor & less
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6. GOAL GOAL
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HOW

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8. THERE’S A WAY
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9. HOW TO DO A FINANCIAL PLAN
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10. Income – Expenses =
Savings
Change To
Income – Savings =
Expenses
Source : Rich Dad Poor Dad
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