Employees join corporates with starry eyes. However, they get confused with their payslips, tax obligations, increments, appraisals, and how to manage/invest their money. If you are looking to give a financial literacy session to your employees and remote team members, you have landed on the right page.
Let's get started! We have curated this ex... read more
| Activity type | Time |
|---|---|
Show me the money! Fun icebreaker activity- We kick off the event with some fun introductions and an understanding of the aspirations of the audience- The currency quiz is a super fun Icebreaker activity that engages all the participants and gets them interested into the event | 10 Minutes |
Learning about Financial Planning, Budgeting, and Goals- Proper financial planning starts with goal setting, including short-, intermediate-, and long-term goals.- Key short-term goals include setting a budget, reducing debt, and starting an emergency fund. - Medium-term goals should include key insurance policies, while long-term goals need to be focused on retirement. | 10 Minutes |
Classifying your money by ease of availability and riskiness- When planning your financial goals, you need to consider the risks to your income, capital, and investments.- In this segment, you learn how to classify your money based on ease of availability and riskiness | 10 Minutes |
Savings, insurance, investment- Devise a Budget- Create an Emergency Fund - Limit Debt - Use Credit Cards Wisely - Monitor Your Credit Score - Plan (and Save) for Retirement - Maximize Tax Breaks | 10 Minutes |
Planning for emergencies- An emergency fund is a key component of any good financial plan.- The rule of thumb is that you need to keep between three and six months' worth of household expenses in your emergency fund. | 10 Minutes |
Live QnA with the Keynote Speaker- Facilitated by the event host/emcee, the audience gets to engage and interact with the Keynote Speaker- The participants get to ask about the questions related to their financial challenges and aspirations | 15 Minutes |
500+ Corporates trust SOSParty with their employee engagement. Please fill in the following details for us to share the pricing and offers with you.
Call us at
+91 797-343-2360
Write us at
[email protected]
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