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Let's talk money with Monika Halan 💵

Hosted by Plum
 
 
Zoom
Registration
Past Event
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About Event

​Let’s Talk Money! is an hour-long workshop where Monika Halan takes you through some basic ground rules of getting your financial life in order.

​We don’t aim for overnight wealth — there is always the lottery or a casino for that.

​We don’t aim for thrills — there is the amusement park for that.

​We build strong foundations for money. A foundation specific to your unique situations, needs, and goals.

​The event plan:

​Learn how to build a money habit to be financially fit rather than overnight rich.

  1. ​Have a personal cash flow system. 

  2. ​Build an emergency fund. How much and where.

  3. ​The borrowing, spending and saving ratios you need to have.

  4. ​What insurances to build and how much should you have.

  5. ​Why eating a balanced meal (asset allocation and diversification) builds financial fitness. What are good allocation ratios. How much is enough for retirement.

  6. ​Give your money equity exposure. What to start with and how much exposure is good.

​If you have any questions for Monika, please add them here.

​​Good to read before attending:

​Sound like something you like? Check out Plum today.

​​About Monika Halan:

​Monika Halan is a trusted personal finance writer, speaker, and author who helps families get their money decisions right. She is a best-selling author and Adjunct Professor at the Indian Institute of Corporate Affairs, a Ministry of Corporate Affairs think tank. She is a columnist with Bloomberg.com and is a regular speaker on financial literacy, regulation, inclusion, and consumer issues in retail finance. She was a member of the Task Force set up by the Government of India to put in place the Financial Redressal Agency.

About Plum and Plum Wellness:

​Plum is an employee health insurance startup that makes health insurance and benefits accessible for businesses as small as 7 employees. Visit www.plumhq.com to learn more.

Plum Wellness is a well-being initiative from Plum that initially started to provide relief during the pandemic. With the situation getting better, we are focusing on bringing a holistic approach to wellness.