This financial class serve as a practical guidance on financial planning for parents who want to plan their child’s financial security hence their children are able to obtain great education, extra lessons/activities outside of their school, health services, access to their need (e.g. food, clothing, toys and etc) and also family vacations. This class is perfect for people who are planning to have a child or new parents.
The class will be divided in 2 parts. The first part will discuss about financial planning in general. The second part will discuss the family needs (parents and children) and what to prioritize to secure your finance for your children’s future.
Topics that will be covered:
o Financial Life Cycle
o Needs vs Wants
o Set your Goals
o The Priority Pyramid
o Cash Flow
o Savings & Investment (Emergency, Education, Pension, and Entertainment Funds)
o Children’s needs vs Parents’ wants
o Priority of children’s needs (Education & Health)
o Education Fund vs Education Insurance (Educational Funds vs Insurance Funds)
o Life insurance
o Children’s needs - Expense or Investment?
o Quick Financial Check-up
o Ideal monthly Budget
What to bring:
Metta Anggriani is a Certified Financial Planner and Founder of Anggriani & Partners, a member of Safir Senduk & Rekan, who have helped their clients managing their financial plan since 2016. Metta has acquired good working experiences and great credentials during 15++ years of her career in accounting, internal auditing and human resources. Metta is also a yogini and enjoy reading and traveling in her spare time.