Tuesday, 20 Oct, 3:00 PM – 4:00 PM

DESCRIPTION

Retirement planning is the process of determining retirement income goals and the actions and decisions necessary to achieve those goals.

AGENDA / DISCUSSION TOPICS

PARTICIPANTS

Poonam Rungta has over 19 years of work experience in portfolio management, Investment advisory, Financial Planning & Education. She is passionate about financial planning and is actively involved in education and trainings. Her strategy in advising the clients is long term through proper asset allocation. She advocates the fact that wealth preserving is as important as wealth creation. She constructs financial plans for her clients and also helps them execute the plan.

She is IRDA Certified and engaged with Life Insurance Corp. of India since last 20 years and proud to be multicore agents each year in succession and is a member of Branch Manager’s Club (BM Club) . Her service oriented approach, professionalism and personalized service has resulted in a network of very satisfied investors from all walks of life – Salaried, Business class and HNI. 

Webinar/Workshop organized by: THE EXECUTIVE CENTRE

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