RFP Financial Fitness Forum

Get Informed and Get in Shape
Financial Fitness Forum is a one-day personal finance event that answers everything you need to achieve your financial goals! Regardless of your situation in life, whether you are salaried employee or entrepreneur, this is your opportunity to get valuable personal finance advise you can't afford to ignore. Get fresh ideas on investing, learn powerful insights about wealth building, apply new strategies in growing your money. Plus, interact with Registered Financial Planners (RFP®) for free counseling and advise at Financial Planning Clinic sessions.

Agenda
Keynote Presentation

09:30am - 10:30am - Registration
10:30am - 11:15am - Welcome Remarks / Key Presentation
Taking Charge of Your Personal Finance
* Where are you now financially?
* Identifying and setting your goals
* The need for Life Event Planning
[Efren Cruz, RFP®
best selling author of "Pwede Na!" and president of Personal Finance Advisors]

11:15am - 12:00nn -Building Wealth to Meet Your Goals
* Stock, bond, real estate or other kind of investments, which one suits you?
* Developing a personal investment strategy
* Implement and monitor your investment performance
[Aya Laraya, RFP®
Investment advocate, speaker and TV host]

12:00nn - 01:30pm - Break / RFP® Financial Planning Clinic

01:30pm - 02:15pm - Twelve Steps to Build Wealth on Any Income
* Overcoming the obstacles to building wealth
* Preparing for life's financial challenges
* Finding ways to earn more and save more
[Alvin Tabanag, RFP®
Best selling author of "12 Steps to Build Wealth on Any Income"]

02:15pm - 03:00pm - Planning Your Secure Retirement
* How much do you need to fund your retirement nest egg?
* Putting your money work for you
* Enjoying the lifestyle you want upon retirement
[Noel Arandilla, RFP®
Chief Executive Officer, International Marketing Group IMG]

03:00pm - 04:00pm
Panel Discussion: Good Debt vs. Bad Debt
* Why do people get into debt?
* What are the signs that you are in financial trouble?
* How to get out of debt and be responsible
[Salve Duplito, RFP®
Writer and TV host of ANC On The Money]

04:00pm - 04:30pm - Break / RFP® Financial Planning Clinic

04:30pm - 05:15pm - Winning the Stock Market Game
* How to pick the right stock
* How to trade profitably if market is bullish, bearish or sideways
* How to protect your gains and minimize risks
[Marvin Germo, RFP®
Stock market trader and investor, speaker, and columnist of Business Mirror]

05:15pm - 06:00pm - Making Money in Real Estate Investing
* Selecting the right property, for the right reasons, in the right location
* How to protect yourself when group investing with family, friends, or other investment partners
* How to avoid the classic pitfalls when investing in real estate.
[Atty. Ariel Martinez, RFP®
Author of best selling book, "The Real Estate Service Act of the Philippines", and president of Phil Assoc of Real Estate Boards (PAREB)]

06:00pm - 07:00pm - Panel Discussion: Should I Invest in Stocks or Bonds?
* Is the stock market going to crash soon?
* Should I invest in mutual funds?
* How to develop profitable investment portfolio?

Rienzie Biolena, RFP®
Senior Financial Advisor at Philam Asset Management, and columnist of Business Mirror

Jeff Gonzales, RFP®
Vice President of Insular life Assurance

Ricky So, RFP®
Speaker

07:00pm - 07:30pm - Closing Remarks
Randell Tiongson, RFP®
Speaker and Columnist of Philippine Daily Inquirer and Money Sense Magazine