Budgeting and Personal Finance
TIME: 9:00 am – 4:00 pm
VENUE: Unit 201 Richbelt Tower, 17 Annapolis St., Greenhills, San Juan City, Metro Manila
SCHEDULE: Please call (632) 225.66.16 or call/text mobile numbers 0926.622.0768 or 0933.584.7266. You may also click here to view schedule of the Business Training Program
I. Understanding the benefits of having a budget
a. enumerating the benefits
II. Mind-setting and focusing on the goal
III. Steps in creating a budget
a. Gathering all receipts or any financial statements
b. Recording sources of income
c. Creating a list of monthly expenses
d. Categorizing expenses to fixed and variable
e. Summarizing monthly income and expenses
f. Making adjustments to expenses
g. Reviewing monthly budget
III. Creating a budget worksheet
a. Accomplishing the contents of the worksheet
i. illustrating the categories (income, expenses etc.)
ii showing how to fill-up the worksheet
b. Comparing budget and actual amount
IV. Testing audience’s understanding
V. Possible Personal Investments
a. Stocks / Bonds
c. Real Estate
VI. Q & A
SEMINAR FEE: Php 3,000.00 per person (inclusive of snacks, lunch, drinks, handouts, certificate of attendance)
DISCOUNT: 10% Discount if FULL AMOUNT is paid at least five (5) days before the event.
MODE OF PAYMENT:
- Deposit payment at Banco de Oro. Savings Account Name: BusinessCoach, Inc. Then kindly fax deposit slip (indicate name of participant and seminar title) to confirm reservation.
- On-site payment (CASH only)
- Company checks are accepted, provided that they are received at least five (5) banking days before the event.
RESERVATION: Please call telephone 225.66.16, 0926.622.0768 or 0933.584.7266 (Look for Ms. Rose Ann David or Ms. Mini Anlacan). For other inquiries, kindly send a message by filling-up the form below.
CANCELLATION BY ATTENDEE: Registrant may refund amount paid, with less 30% processing charge from the LISTED AMOUNT within 30 days, or opt to use the payment for a seminar of equal value within 60 days. Cancellation must be done at least 2 days before the event. Non-appearance or failure to inform us of cancellation will result to forfeiture of full amount paid.
CANCELLATION BY BUSINESS COACH: Registrant may refund full amount paid within 30 days, or may opt to use the payment for a seminar of equal value within sixty days of cancellation.
REFUND POLICY: Payment may be refunded upon presentation of the original copy of bank deposit slip and a valid ID. Cash refund is strictly implemented, and may be availed only at the Business Coach office in San Juan City, Metro Manila. Business Coach does not deposit refunds.
SCHEDULE: Schedule may change without prior notice. Please call to confirm. Business Coach, Inc. is not liable for any expense incurred by seminar registrant resulting from cancellation of any of our events.