EVENT – Financial Planning Series – 1 Venue – Waltair Club Time – 09.00 AM onwards Date – Sunday, 16th February, 2025 Number of Participants – 25 THEME of the EVENT – Understand the purpose of financial planning The event was started with the recital of Navkar Mantra. The welcome speech was given by the chapter Treasurer Shri. Himanshu Dugar. He introduced the speaker Shri. Gautam Parakh to the audience. Director Apex, Shri. Nirmal Dugar addressed the audience about JITO Event Update The Speaker Shri. Gautam Parakh updated the audience on the purpose / reason for doing financial planning. He mentioned on the steps which needs to be followed to create a successful financial plan & the common mistakes which generally people make while doing financial planning. Highlight of the session was a sample tracker which generated results of financial planning based on the data fed into the tracker. The session was very informative & lively with Q&A at the end The Vote of Thanks was given by the Chief Secretary Shri. Nikesh Jain. Regards Team JITO Visakhapatnam