The Philippine Institute of Certified Public Accountants (Picpa) Doha organised a webinar on ‘Understanding your financial strategy,’ in collaboration with Overseas Filipino Investors and Entrepreneurs – Movement (OFIE-M).
The aim was to coach Filipino expatriates on personal finance and help them foster a financial strategy that fits their needs and goals. Gerard Abejuela, the first speaker, emphasised the importance of mindset.
Romeo Manaois underscored the importance of financial planning by outlining the five key elements: managing money, building a safety net, accumulating wealth, preserving wealth and leaving a legacy.
Marilou Tabisora elaborated on how equities and treasury bonds can help individuals grow their wealth over time. Jess Gallo discussed how to identify good real estate investment opportunities. Aris Jay Riparip highlighted how life insurance can help pay off debts, secure children's education, and replace the income of the breadwinner.
