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Wealth Yourself Rich... Financial & Estate Planning Financial Wealth.

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Presentation on theme: "Wealth Yourself Rich... Financial & Estate Planning Financial Wealth."— Presentation transcript:

1 Wealth Yourself Rich... Financial & Estate Planning Financial Wealth

2 Section 2 Estate Planning Section 3 Health care Section 4 Financial Planning Section 5 Investment Planning Section 6 Budgetting

3 Section 2 Estate Planning Lecture 2 Priority List Financial Wealth Lecture 3 First things first Intestate Victim Lecture 4 Step by step guarantee Draft your will successfully

4 Section 2 Estate Planning Lecture 5 Inventory Your Valuebles Lecture 6 Choose right Person Manage Guardianship Lecture 7 Ultimate Checklist Writing a will

5 Section 2 Estate Planning Lecture 8 Drafting Your WILL Lecture 9 Signing & wittnessing Very Important Lecture 10 Main reasons For Writing a Will

6 Section 2 Estate Planning Lecture 11 Inheritanc e TAX Number 1 Secret Lecture 12 Joint vs Seperate WILL

7 Healthy Wealth Must know factors PMB Threshold and Networking Structure Essential vs Comprehensive Section 3 Medical Aid

8 Section 4 Financial Planning Stand alone vs Accelerated Benefits Severity Claims and payouts Power of Income protection Term Vs Whole of Life Premium Patterns & escalations Why Obtain Life Insurance

9 Types Investmentscommodities Different types Invetments Different purposes 8 th Wonder Of the world Compound Interest Section 5 Investment Planning

10 Debt vs Credit Conclusion How to Budget Section 6 Debt vs Credit


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