It’s almost mid-year and last Saturday, while waiting in line at my doctor’s clinic, EJ and I got to talk about our finances and we got to review it. We had to make certain adjustments with our investments. We also agreed that per type of investment will have to be allotted for a particular goal (like for Baby Z’s education, vacation fund, etc.).

This year, one of the things that I really want to do is to learn about investment. It’s a good thing that there are a lot of investment and personal finance workshops being offered.

One is a seminar called the Money Summmit and Wealth Expo.
Money Summit & Wealth Expo is a conference and expo rolled into one which will be held at the SMX convention center. There will be discussions on investing and trading. The goal of this expo is to educate and empower the self-directed individual investors through access to investment experts and a market showcase of financial instruments.

Started in 2010 and held once or twice a year, Money Summit & Wealth Expo is now on its sixth run and has attracted thousands of investors, traders, and entrepreneurs from across the Philippines

For July 12 and 13, 2013, the topics that will be discussed are the following:

Keynote Address: Our Time is Now! – Hans Sicat, Philippine Stock Exchange President
Session 1: Bulls vs. Bears
Session 2: The Price is Right – How to Find Bargains in a Hot Stock Market – April Lee Tan, Head of Research, COL Financial
Session 3: Don’t Be a Performance Chaser – Balancing Returns and Risks in Your Portfolio
Session 4: Cash Flow Positive – How to Structure Profitable Property Deals
Session 5: Currency Wars – Winning in the Forex Market
Session 6: Global Investor – Diversifying Through International Securities
Session 7: Women & Investing – Miriam Quiambao, Managing Director, 3Win Realty & Development Corp.; Leila Hernandez, Author, The 9 to 5 Millionaire; April Alemania-Dayrit, Real Estate Investor

Stock and Fund Investing Track
Session 1: How to Invest Like Warren Buffet – Malaya Laraya, Certified Securities Representative and Founder, Pesos and Sense
Session 2: Profiting from Triangles and Breakouts – Ron Acoba, Chief Technical Strategist, Trading Edge Consultancy
Session 3: Death of the Day Trader – Paris E. M. Murray, Emerging Markets Specialist
Session 4: Selling Your Stock: Knowing When to Walk Away, Knowing When to Run – John Mangun, Analyst and Columnist
Forex and Stock Trading Track
Session 1: Getting Started in Forex Trading – Fitz Villafuerte, Founder, Ready to be Rich
Session 2: How To Trade Forex For A Living: Trade Secrets Of A Full Time Trader –Mark So, Chief Forex Trader and Founder, Forex Club Asia
Session 3: Advanced Price Action Strategies
Session 4: Using Technical Charts for Quick Profits — FXCM
Property Investing Track
Session 1: Building Passive Income With Rental Properties
Session 2: How to Fix and Flip Foreclosed Assets – Noli Alleje, Managing Director, The Property Forum
Session 3: Making Money With Office Condos – Melo Porciuncula, Head of Capital Markets, KMC MAG Group
Session 4: Generating Cash Flow With Pre-Selling Residential Condos – Carl Dy, Real Estate Investor
Conference Pricing:
1. Standard Seat (Day 1 only)
Regular rate: P3,995+VAT per pax
Super saver rate: P1,495+VAT per pax (save 63%!) — extended!

2. VIP Seat (2 Days):
Regular rate: P7,995+VAT per pax
Super saver rate: P4,995+VAT per pax (save 38%!) – ends June 15!
[Note that Day 2 is not sold separately.]

To sign up for the event, you can click on this link: the Money Summmit and Wealth Expo

If you want to attend a hands-on workshop though on investing, try to attend this Investing for Beginners class. The class will be taught by no other than Mr. Fitz Villafuerte himself.

Fitz Gerard Villafuerte is a civil engineer who decided to quit the corporate world in 2003 to pursue entrepreneurship. His blog, entitled, Ready To Be Rich, has already received several recognitions including the Best Business and Finance Blog at the Philippine Blog Awards for two years in a row. Moreover, an international finance publication, Wise Bread, has likewise ranked his website as among the Top 100 Personal Finance blogs in the world. Fitz has also been recognized by Moneysense Magazine as among the top 12 most influential people in Personal Finance in the Philippines.

This workshop will be on Saturday, June 22, 2013 from 10:00 AM – 4:00 PM at Studio SnR, 3rd Floor, Millenium Place, Meralco Avenue, Ortigas Center, Pasig City.

Here are some questions that you’ll be able to answer after the workshop:
1. What’s the difference between an asset and an investment?
2. What are things I need to do before I can become an investor?
3. What is the biggest mistake that people commit when investing?
4. How do bonds, stocks, UITF, mutual funds and other financial instruments work?
5. How do you make money from paper assets?
6. How do I build, diversify and manage my own investment portfolio?
7. How can investments help me buy my dream house?
8. Where should I invest to secure the educational needs of my child?
9. How much money do I exactly need to retire?

Register now. Go to this link:

Do you want to be more in control of your finances, then join me attend these workshops!

See you there!

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About The Author

Ginger is the General Manager of She is also the co-founder of a tech start-up company called Turn Up Trumps, Inc. She is a business coach and has her own program called Love the Leap. She has been a blogger since 2005, writing for, and She graduated MA in Communications Major in Integrated Marketing Communications from the University of Asia and the Pacific. She worked as an account executive for a couple of ad agencies. She also managed a food franchise store. Her longest corporate stint was as a product manager for a known bank in the Philippines.

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