Investment Planning Webinar


 

 

Dear Parents/Grandparents/Caregiver of children with special needs,

Join us for an informative webinar on Investment Planning.

The webinar is led by Mr. Jitendra P.S.Solanki, RIA, CTEPTM, and CFPCM who is a financial planning expert. During the webinar he will discuss:

 

  • Investment Avenues in India
  • What you should know about Asset Classes?
  • Inflation & Taxes
  • Asset Allocation
  • Model Portfolios

 

 

Author of “Financial Planning for Families having children with special needs” Jitendra has been advising families with special needs children helping them in charting a roadmap for their future.

The webinar is scheduled on 18th May 2018, Friday from 11 a.m. -12.15 p.m. The webinar will take about 45 minutes followed by 30 minutes Q&A. We’ll also record the webinar and send it to you in follow up email in case you can’t make it.

We look forward seeing you there!!

Registration: To register for the advanced webinars, please click here

https://mailchi.mp/15906c527a21/6gn5cqnhyb

and complete the registration form along with the fee payment. You will then receive an email with instructions for logging into the webinar on May 18. Since we are limiting the attendance to 30 we will reserve the seats on first come first serve basis.

Fee: We charge a nominal fee from participant to cover the cost of our logistics. For all our advanced webinars we will charge you one- time fee of only Rs 500 per participant and nothing else.  Below are the details to make the fee payment:

NEFT

Jitendra P.S. Solanki

State Bank Of India, Surya Nagar,

Ghaziabad-201011

A/c No: 30998334207 (Savings)

IFSC Code: SBIN0050515

 

Paytm

9971845454 -Jitendra P.S. Solanki

 

Other Modes (Rs 15 charged through this option)

https://imjo.in/5t3mzU

 

 

What we will cover?

Investment planning for families with special needs children is not easy. Deciding on a specific asset class is difficult as the care of a special needs child is life-long. Many families tend to be risk averse and do not consider volatile investment options, like equities.  Others may go heavily into real estate for a regular income from rentals.

 

  • What are different investment avenues?
  • What you should know about Asset Classes?
  • How to select any asset class?
  • Know the impact of Inflation and Taxes
  • Asset Allocation – How to decide?
  • Model Portfolios

 

 

All the above aspects will be our points of discussion in this webinar.

 

Missed the live webinars? No problem. You can access the recordings of the webinars. For more information :

http://planspecialneeds.com/how-to-access-webinar-videos/

 

 

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