Financial Literacy Seminar for Professionals in the Philippines w/ Ameena Rey-Franc
Professionals and employees nowadays are so lucky to have employers who look after their employees’ financial health. This is very different from the time when I was a corporate worker because none of the companies I worked for held financial seminars for us.
But from what I have observed over the years, financial literacy seminars are essential for professionals no matter what industry you belong to. Why? Because managing money is not just a personal skill. It is a career and life skill as well. Professionals juggle a lot: bills, savings, investments, career growth, and family responsibilities. Without proper financial knowledge, it is easy to feel overwhelmed and make costly mistakes despite having a stable income.
Financial Literacy Seminar with Cambridge University
I conducted four financial literacy seminars for Cambridge University. Since the attendees came from a diverse demographic, each seminar targeted a specific generation. Here’s some infographics that you might find helpful:
Our first seminar targeted the Gen Xers‘ (born in 1965 to 1980), how they can attain a comfortable retirement and how they can manage their finances. For my my second seminar, I switched gears and spoke about how Millennials (born in 1981 to 1996) can handle theirs. The other two targeted the Gen Z and how different financial capabilities were compared to baby boomers.
There is actually a fine line between all four generations especially when it comes to approaches in saving, debt management, retirement, and technology use.
As I have researched, Gen Xers value stability and long-term planning while Millennials are more inclined to flexibility and embracing digital tools. In case you’re a Baby Boomer (born in 1946 to 1964) or a Gen Z (born in 1997 to 2012), I also gave insights on how you can improve your money management in this instagram post).
IMO, I believe that Gen Ys or Millennials (my generation) could benefit a lot more from adopting some financial habits of Gen Xers to build ourselves a more stable financial future.
At the end of the day, managing personal finances isn’t a one-size-fits-all approach. It’s about understanding your own financial goals, learning from those who’ve come before you, and adapting to the changing world around you. Whether you’re a Boomer, Gen Xer, Millennial, or Gen Z, there’s always room to grow and improve your financial habits. So, let’s keep the conversation going—because when it comes to money, we all have something to learn.
Book Financial Literacy Speaker Ameena Rey-Franc (The Thrifty Pinay)
Have you ever thought about organizing a financial workshop for your team? Or are you a group of friends eager to boost their financial health? Reach out to us at thethriftypinay@gmail.com, and we’ll tailor a seminar packed with essential financial strategies, smart budgeting tips, and valuable investment insights – all designed to empower you in your career or entrepreneurial path.
Check out our past speaking engagements with companies we’ve collaborated with. Looking for different topics? We also offer customized finance workshops. Contact us to discuss how we can collaborate!
Why It Is Important to Attend a Financial Literacy Seminar?
If you’re a professional who wants to improve your financial well-being, here are some benefits you can gain from attending:
Better Financial Management
If you understand how to budget, save, invest, and manage your debt correctly, you will be able to make better financial choices for you and your loved ones.
Less Stress and Better Mental Health
You’re already stressed out at work so why have financial problems that can add up to that stress? In our seminars, we provide tools and resources to help participants be in control of their money instead of letting their money control them. Attending financial literacy seminars can result to having less stress and have the added benefit of providing a better work-life balance.
Better Cash Flow Management
Professionals who are not knowledgeable about cash flow management often make mistakes such as overspending, living above their means, and budgeting incorrectly. Participants at financial literacy seminars will learn how to identify spending patterns, prioritize the needs over wants, and develop good habits when managing their finances.
Being Prepared for the Unexpected
Unexpected events such as job loss, medical expenses, or family emergencies can create a financial crisis and a huge dent on your budget. Financial literacy seminars for professionals provide the training to help employees build an emergency fund and develop a solid plan to protect themselves and their families from financial whirlwinds caused by these unexpected events.
Developing Better Retirement Plans
Retirement planners may not be aware of how to establish, maximize, and invest their contributions for their future. Financial literacy seminars provide participants with the information to maximize their retirement benefits and how to maintain that willpower of preparing throughout the years.
Achieving Financial Independence
Financial education will encourage you to rely less on credit cards, avoid impulse buying, and develop sustainable wealth. Achieving financial independence and stability will provide long-term benefits.
Improved Job Productivity, Performance, and Time
Research shows a positive correlation between financial literacy and job performance. Therefore, the more you learn about your finances, the more productive you will be while working.
Financial Literacy Seminar for Professionals w/ Ameena Rey-Franc & Cambridge University: How Different Generations Handle Money Philippines