Attend the Wealth, Retirement & Estate Planning Forum (formerly Money Summit Boomers Edition)


The investment conference Wealth, Retirement & Estate Planning Forum was formerly known as Money Summit Boomers Edition will be on November 10, 2018, 9am-6pm, SMX Aura, BGC, Taguig City. The learning event is specifically targeted for 40s, 50s, 60s, and beyond seeking to learn how to build and protect their wealth.

Money Summit Boomers Edition is a spinoff event of Money Summit & Wealth Expo, the country’s pioneer and #1 conference and expo on investing and trading. Wealth, Retirement & Estate Planning Forum is designed those who are interested in wealth management, retirement planning, and estate planning, specifically:

  • Entrepreneurs and business owners
  • Licensed professionals
  • Managers and executives
  • Freelancers and solo-preneurs
  • Overseas workers
  • Retirees and homemakers

In this whole day forum, you will learn from topnotch personal finance and investment experts on topics such as:

  • Planning For Your Second Act: How to Reinvent Your Career
  • Stretch Your Retirement: How to Make Your Money Last
  • Bonds, Stocks, and Funds: Build Your Investment Portfolio in Your 50s or 60s
  • Buying or Selling Your Business to Fund Your Retirement
  • Building a Real Estate Portfolio for Your Retirement
  • Managing Health Care & Planning for Health Insurance
  • How to Choose Your Retirement Haven
  • Retirement Income Strategies
  • Practical Retirement Planning Tools and Strategies
  • Protect Your Wealth: Strategies for Keeping Your Assets & Estate
  • You can check the updated conference program and schedule here.

In relation to the topics above, the summit has an exciting lineup of confirmed speakers including:

  • Efren Ll. Cruz, Chairman & CEO, Personal Finance Advisers Philippines Corporation
  • Noli Alleje, Founder & Managing Director, The Property Forum
  • Efren Pascual, Chief Executive Officer, Link Business Broking Phil. Inc.  
  • Fitz Villafuerte, Founder & Blogger, Ready to be Rich
  • Rienzie Biolena, President and Chief Financial Planner, Wealth Arki Consultancy
  • Atty. Rachel Uy-San Juan, Managing Director, Ho & Uy Law Firm
  • Penny Bongato, former Executive Director for Talent Development, IT & Business Process Association of the Philippines (IT-BPAP), Certified Canfield Trainer in the Success Principles, and motivational speaker 
  • Jennifer Del Mundo, Head of Agency Distribution Support, Sun Life Financial 

When is the right time to plan for retirement?

At some point in our lives, we wonder what we are going to do once we reach our retirement age.  While some of us may have no definite age target as to when to start retiring, we still have our own set of ideal lifestyle once we reach the years where we decide to be our own boss.

Regardless, there is no better time to start planning for your retirement other than now.  The earlier you start on investing for your future, the earlier you will be able to enjoy the fruits of your labor.  More importantly, you will be able to address contingencies (i.e. health, accident, etc.) that may reduce your retirement fund.

You can check the updated conference program, price and schedule here.

Attend the Wealth, Retirement & Estate Planning Forum (formerly Money Summit Boomers Edition) Attend the Wealth, Retirement & Estate Planning Forum (formerly Money Summit Boomers Edition) Reviewed by vernon go on Wednesday, October 17, 2018 Rating: 5

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