Basics of Investing

I had a chat with a friend the other day and I asked her what her investments were. She said that she didn’t invest because she was afraid to put her money in the stock market or the foreign exchange (forex) market. Investing seems to ‘technical’ for her. I told her that there are other ways she could invest her money. I also told her that stocks and forex are actually the more complicated ones, but then these are actually simple, too. My explanation, I think, made her even more confused. Haha!

I am not expert in explaining investments (case in point – my confused friend), but I know of a friend who explains investing really well. He is also having a workshop on Investing for Beginners this coming August 2, 2014 at Slate Creative Studio in Boni, Mandaluyong City (Right across Rizal Technological University). The workshop will be from 10AM to 3PM.

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This workshop has a lot of hands-on and interactive activities that will help you understand the different types of investments that are available in the market. It includes a discussion on time deposits, bonds, UITF’s, mutual funds, the stock market and even real estate.

After the workshop, you will go home with a personalized investment portfolio design, and a concrete, practical work plan on how to manage it to reach your financial goals.

Here are some questions that you’ll be able to answer after the workshop:
1. What’s the difference between an asset and an investment?
2. What are things I need to do before I can become an investor?
3. What is the biggest mistake that people commit when investing?
4. How do bonds, stocks, UITF, mutual funds and other financial instruments work?
5. How do you make money from paper assets?
6. How do I build, diversify and manage my own investment portfolio?
7. How can investments help me buy my dream house?
8. Where should I invest to secure the educational needs of my child?
9. How much money do I exactly need to retire?

The instructor is my good friend, Fitz Gerard Villafuerte, RFP. He is a civil engineer who decided to quit the corporate world in 2003 to pursue entrepreneurship. In 2014, he became a registered financial planner.

His blog, entitled, Ready To Be Rich, has already received several recognitions including the Best Business and Finance Blog at the Philippine Blog Awards for two years in a row. Moreover, an international finance publication, Wise Bread, has likewise ranked his website as among the Top 100 Personal Finance blogs in the world. Fitz has also been recognized by Moneysense Magazine as among the top 12 most influential people in Personal Finance in the Philippines.

So for those of you who want to sign up, please CLICK HERE and join this workshop.

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