The document provides feedback on a financial planning program to help improve it for the future. Key points include: (1) needing more time for follow-up and coaching to optimize expenses and income. (2) Addressing cultural challenges around discussing finances openly. (3) Making the sessions more engaging and fun while covering a wide range of topics over multiple seminars.
The document provides feedback on a financial planning program to help improve it for the future. Key points include: (1) needing more time for follow-up and coaching to optimize expenses and income. (2) Addressing cultural challenges around discussing finances openly. (3) Making the sessions more engaging and fun while covering a wide range of topics over multiple seminars.
The document provides feedback on a financial planning program to help improve it for the future. Key points include: (1) needing more time for follow-up and coaching to optimize expenses and income. (2) Addressing cultural challenges around discussing finances openly. (3) Making the sessions more engaging and fun while covering a wide range of topics over multiple seminars.
2. The home work: might be affect from the culture for people to open about financial. 3. Also not just technique but need to help audience to maximize resource. 4. Happy with HSP done -> to continue in the future 5. Topic is important 6. Professionalism the culture to aspect budgeting is challenge (there’s a way to get through that). 7. Detail of of session is good 8. 1:1 coaching is necessary to optimize expense or raise income 9. Shorten the session 10. The lengthen time of the seminar ( need 4 seminar because the wide range of subject). May be subject too boring -> need to improve to make it more fun, less serious, more interesting. 11. Can do online course 12. Saturday morning (relaxing) is a good time? Location is important and time is important? -> Earlier in the morning of Saturday (9 am) or during the week Summary: 1. Keen to continue. Pray for this group to do the right thing/ see if this help to organize? 2. Session start: 9 am Saturday (prefer 1st / 2nd session offline, the last (1:1) will be online). 3. Keep people interested -> reduce number of course to 3, session need to be livelier and more interesting to people (game). 4. Each time we do it we will get better. 5. How do we develop and get more people involve in the future? Bring the people who interested? We’ll think about it?