Achieve Financial Wellbeing - Ultimate Guide to Personal Finance

Hosted by Nova Benefits

Virtual

Registration

Past Event

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About Event

Are you tired of living paycheck to paycheck? Do you want to achieve financial stability and security? Join us for an engaging webinar on "Achieving Your Financial Wellbeing" with our expert speaker, Puneet, an experienced professional in the financial services industry, with over 2 decades of expertise.

In this module, we will explore the concept of Financial Wellbeing and why personal finance is so important. We will guide you on how to plan and set realistic financial goals that align with your aspirations and lifestyle.

We will also take a deep dive into your entire money life, discussing the 9 potential obstacles that could hinder your journey towards financial well-being.

Our session will cover the nine steps that you can take to achieve complete financial well-being, including saving, emergency funds, insurance, goal setting, investing, diversification, organization, tax planning, and financial behaviour.

Our expert speaker will guide you on the two ways to manage your money, along with the importance of working with a professional to achieve your financial goals.

The session will consist of a 45-minute talk and 15 minutes of Q&A to ensure that we address all queries related to the current situation that impacts financial decisions.

Join us for this interactive and informative webinar on achieving your financial well-being, and taking the first step towards financial freedom.

Register now to secure your spot!

About the speaker:

Puneet Oberoi is an experienced professional in the financial services industry, with over 2 decades of expertise. He is the Founder and Director of FINWISE, SAMPANN FINMAN, SAP CONNEXT LLP Pvt Ltd. Puneet is a Certified Financial Planner, having completed the first batch of CFP's in India. He also holds a LUTCF from The American College and is a Certified Life Planner from Kinder Institute for Life Planning. Apart from running his businesses, Puneet coaches financial planners across India and serves as subject faculty at JIMS, a business management school.