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Financial Planning Day Program Proposal

Abdul-Rahman Ghalayini Email: abedghalayini@gmail.com Follow Me on Twitter help in completing the following online survey http://ghalayinisurveys.blogspot.com


PROGRAM PLAN

Financial Planning Day

Description With a total of two half-day sessions, this one day program is designed to provide individuals, who want to pursue financial independency and maintain financial discipline throughout their life stages, with up-to-date knowledge of the essential elements of financial planning.

Tuesday, November 02, 2010

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PROGRAM PLAN Content

Outline Program in Brief Program Structure Highlights

Program Agenda

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PROGRAM PLAN Outline

Course to emphasise on Life Goals (Morning Session) Life Crises (Evening Session)

Life Goals •Starting a New Job •Saving for Retirement •Saving for College •Buying a Home •Getting Married •Starting a Family •Estate Planning

Tuesday, November 02, 2010

Life Crises •Losing a Job •Preparing for Disaster •Stolen Identity •Losing a Home •Getting Divorce •Credit Repaire •Caring for Loved One

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PROGRAM PLAN Program in Brief Learning Objectives: The program aims to provide a thorough understanding of the ways in which individuals identify their goals in life, get prepared to face unexpected crises, and develop on their own their personal financial plans to maintain healthy financial discipline and enjoy financial independence.

Program Structure: The program is a one day course that is split into two sessions. The morning session is intended to discuss individuals’ goals in life, whereas the evening session is intended to cover unexpected situations which may result in negative effect on the individual’s financial state.

Key Benefits: Key benefits can easily be listed under two points: -Help individuals to maintain their financial independency -Educate individuals on how to develop and preserve financial discipline. Tuesday, November 02, 2010

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PROGRAM PLAN Program in Brief

The Program is intended to give answers to questions like •how did people look at saving habits, and identify investment opportunities? •how did people differentiate between necessities and necessaries in order to prioritize things? •did households in the community follow their greed, ignorance, or jealousness in making financial decisions, and what were the results (regret or total satisfaction)? •was there any indirect influence on households' spending habits in driving their life styles? •how did moral hazard help financial professionals and financial institutions to promote investment opportunities as saving plans and create new concept of saving for the future? •how did financial professionals create smart legal contracts that made financial institutions to share profits with households (investors) but not losses? •how did households deal with their needs, wants and desires?

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PROGRAM PLAN Program Structure

Program Duration

Advance Preparation

Who Should Attend

•The course is intended to last a one full day over two sessions. •The course is highly interactive, with opportunity for the audience to practise some of their skills and share their experience. •This program is available as a public program, as well as customized to specific needs.

•Delegates will be asked to complete a short survey in conjunction with the registration process. •The results will be shared and discussed with all the audience in the opening hour of the program.

•The program is aimed at people who want to improve and refine their skills in financial planning, and maintain a sensable and adequate financial status throughout the different stages in person’s life.

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PROGRAM PLAN Highlights Necessities vs. Necessaries

Saving vs. Investing

Investing vs. Speculating

Habits

Needs Wants Desires

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Greed Ignorance Jealousy

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8:30am  9:00am Registration and networking.

PROGRAM PLAN Program Agenda Opening

9:00am  10:00am The first hour is intended to discuss the results of the pre-registration online survey, which would be required to be completed in conjunction with the enrollment process to the porgram.

Definitions 10:00am  10:45am (followed by 15 minutes break) •Definition of Financial Planning. •Definition of Financial Roadmap. •Definitions of Necessities vs. Necessaries. •Definitions of Saving, Investing and Speculating. •Definitions of Needs, Wants and Desires.

Tuesday, November 02, 2010

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PROGRAM PLAN Program Agenda

11am  1pm: Life Goals Discussions will cover all aspects of individual’s main goals in life, and how to develop and follow a suitable financial roadmap. 1:00pm  2:00pm: Lunch Lunch and Networking.

2:00pm  4:00pm: Life Crises (followed by 15 minutes break) Discussions will cover all about life crises and ways in getting prepared financially for such unexpected events. 4:15pm  5:00pm: Q&A This hour is dedicated for Q&A before concluding the program. All questions raised will be collected, and edited into a special presentation to be discussed openly. 5:00pm  6:00pm: Concluding the Program Concluding the program will be by providing helpful tools like worksheets, guides, websites and references, in addition to relative specific promotions.

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PROGRAM PLAN Program Agenda

Selective Promotions 5:00pm  5:40pm •Each financial professional of the selected two will be given 20 minutes to promote specific product(s) on: •Selective saving programs to follow in the lebanese market. •Unique investment opportunities in the local market. •Special ideas in the field of speculating on the capital and/or foreign exchange markets.

Tuesday, November 02, 2010

Tools 5:40pm  6:00pm •The remaining 20 minutes is intended to conclude the program, and to cover the below three points: •Providing beneficial tools to develop and implement financial plans. •Suggesting guides and systems to use to create and maintain essential financial habits. •Proposing ways to monitor and track financial developments, and assess financial decisions. 11

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