Event Name: 2nd JCI Financial Workshop
Subject Title: Financial Fitness and Estate Planning
Date of Event: July 29, 2011
Time: 6:00pm to 11:00pm
Venue: 4th Floor, Equitable Tower, Paseo de Roxas, Makati City
Target Audience: 30 people
Actual Audience Count: 33 people
Project Chairman: Ramon B. Isla
Speakers: JCI Member/ Legal Counsel – Atty. Carlo Ibanez
JCI Member/ Commissioner for Business – Greg Mercado
Background of the Event:
The JCI Financial workshop is an interactive seminar conducted by JCI Makati in the Central Business District of the Philippines, Makati City. As the JCI chapter of the CBD, JCI Makati through the JCI Financial Workshop series would like to implore knowledge and skills on various business and financial topics to people who are eager to learn. Various professionals and practitioners would be speaking about different topics about economics, business, insurance, banking, law and other financial topics. This event is targeting members and non-members as audience.
The 1st JCI Financial Workshop was conducted last year at One Legaspi Park. The talk was conducted by BPI Asset Management and Trust Group. Topics were “Stock Trading Made Easy” and “Basic Financial Planning”. Topics were very timely as “Stock Trading Made Easy” gave opportunities for would be stock traders to participate in the sectoral bullrun of 2010 which gave the audience a probability to have a 20% return on their equity investments. The second topic, “Basic Financial Planning” taught the public the proper way of managing wealth, maximizing returns and minimizing risk. The event introduced alternative investment ideas instead of the regular time deposit and special deposit accounts of the Banko Sentral ng Pilipinas. Investing in Mutual Funds, Unit Investment Trust Funds, and Stocks were introduced. The 2nd JCI Financial Workshop entitled “Financial Fitness” and “Estate Planning” talked about the use of insurance to minimize financial risk and managing your estate while being guided by the Philippine Law. This event was conducted by Philippine Prudential Life and Chavez Law Office, which are also both located in the Makati CBD.
Logistics:
The event was held at the 4th Floor of the Equitable Tower in Paseo de Roxas, Makati City. The event was held in a classroom type setting. Snacks were served. For dinner, menu was circulated to order food from Bento Boy.
Objective of the Event JCI Financial Workshop:
- To promote professionalism and proper business ethics.
- Improve business standards in the Philippines.
- For JCI Makati to share business and financial skills and knowledge to the public.
Summary:
Like the 1st JCI Financial Workshop the event was a huge success with attendees breaching our target number of audience. The audience were very participative as they were eager to ask questions which were perfectly addressed by the speakers. It was also very entertaining as the speakers have a way of getting the attention of the audience and keeping them interested in the topics. Prizes were given out to audience who could answer some pop-up questions about the topics tackled. The talk was very informational and the audiences were given out handouts to guide them through the seminar. The members of the chapter experienced great reactions from the audience, as most of them were already looking forward for the 3rd JCI Makati Financial Workshop.
Pictures of the event:
Participants listen intently to the speaker.
JCI Makati 2011 President Levi San Buenaventura, Ramon Isla, Atty. Carlo Ybanez and Greg Mercado.
Participants of the 2nd JCI Financial Workshop.
