Financial Wellbeing Workshop Series
Practical, jargon-free live workshops to help you take control of your financial journey.
This series breaks the decisions that matter most — planning, investing, insurance, and retirement — into five focused workshops.
Join a single session that answers your immediate question, or attend the full series for your complete financial journey.
Why This Workshop Series?
Confused by too much financial advice and unsure what to actually follow?
Want to understand personal finance — without the jargon?
Prefer to learn one topic at a time?
An HR or people leader looking to boost your team's financial wellbeing?
Financial Wellbeing Workshops
Attend the one that answers your question today — or take all five for your complete financial journey.
Introduction to Financial Planning
- Understand your current financial position
- Build your safety net: emergency fund + insurance
- Set and prioritise your financial goals
- The basics of risk profiling & asset allocation
Mutual Funds Made Simple
- Why mutual funds — and how they work
- Risk, return & time
- SIP & SWP explained
- How to invest lumpsum through STP
Retirement Planning Made Simple
- What retirement really means — and why to start early
- How much retirement corpus you need
- How to build your corpus
- Generating a monthly income after retirement
Life Insurance Made Simple
- What life insurance really is — and why you need it
- How much cover is enough
- Why term insurance
- Common mistakes to avoid
Health Insurance Made Simple
- Why health insurance matters
- Key features: co-pay, room rent, restore & super top-up
- Company cover vs. your own policy
- Building adequate protection for your family
What You Pay
Individuals Open to all
Currently free for all — just register to reserve your seat.
Limited seats · T&C apply.
Companies
Write to us at contacts@myfinplan.in to bring these workshops to your team — online or on-site.
A single workshop or the full series, tailored to your team.
Ideal For
- Individuals & working professionals who want a simple, structured start to their financial journey.
- Companies and HR teams who want to boost their employees' financial wellbeing.
- Schools, colleges, and communities looking for engaging financial-literacy sessions.
Ready to take control of your financial journey?
Pick the workshop that answers your question today — or book a free consultation for guidance that's personal to you.