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Personal financial planning ppt

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Personal financial planning ppt

  1. 1. 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? 2 HOW TO LIVE IN (FINANCIAL) PEACE AND HAPPINESS.
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  3. 3. The new economy – more rich, more poor & less 4
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  5. 5. GOAL GOAL 6 HOW
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  7. 7. THERE’S A WAY 8
  8. 8. HOW TO DO A FINANCIAL PLAN 9
  9. 9. Income – Expenses = Savings Change To Income – Savings = ExpensesSource : Rich Dad Poor Dad 10
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