Friday, July 24, 2015

Sun Life Financial #Fit2LiveFree: What I've Learned

Last July 4, 2015, we were blessed to have attended SunLife's Financial Intelligence Training themed #FIT2LiveFree. This is one the activity Sun Life Financial has offered for free as they celebrate July as Financial Independent Month. We were invited by our friend, Jennifer Magbanua, financial adviser of Sun Life and I'm thankful we accepted her invitation.
We (me and hubby) are one of the Filipino working parents with kids in tow. Because of work (and by God's grace) we were still able to manage to fill our empty tummys, able sleep in a comfortable place, able to send kids to school, and have a bit of pleasure like spending ticket fares to hometown. We earn because of work and if we stop working, we surely know it will change. And like me, I assume a percentage of Filipinos worry about their future or their current financial situations and I commend Sun Life for the concern. Through their campaign, somehow it will help the Filipinos and me be educated.

Edric Mendoza was the speaker for Cebu's #Fit2LiveFree forum. He shared his steps to change, steps on how to balance multiple roles yet still be able to achieve the family's goal while pursuing one's passion. 

Edric's 5 steps to change:

Determine your purpose
- To know your Master and what you will do to serve your Master and spend with someone who will willingly serve your Master alongside with you.

Set clear goals
- Do you want to achieve your:
     * Health Goals? Want to achieve PE 101? be physically fit and can respond well during emergency situation?
     * Family Goals? Do you need to develop your kid's personality? wisdom? talent? moral aspect? spiritual aspect?
     * Other Goals? Do you need to study to improve career?
     * Financial Goals? Do you have emergency fund? income protection?
     * Lifestage Goals? Do you want to travel? want own a car? secure kid's education? secure retirement? 
     You may contact Jennifer Magbanua of SunLife to discuss your financial needs and its possible solution. 
     Email her at
Whatever it is, determine first your goal?

Create a plan
- A plan is a plan when it has objective - mission for the set period; goals - breakdown of purpose; strategies - actions needed to achieve these goals;  measures - success criteria to determine if those goals were achieved

Implement and prioritize
- This is how Edric prioritize things:
He even converge Work and Kids. 
During the event, he brought with him his son Elijah (he works and at same time bond with his kid)
What about yours? What are your priorities?

Surrender and be prepared for detours
- In everything else, its always God's will. He may tackle it in different way therefore allow Him to guide you :) Or he may have another plan for you

Pio Solon and Bunny Pages also gave short talks. 
Bunny Pages, one Cebu's successful entrepreneur talk about being positive by:
(1) Clearing your minds? Rather handle a situation in a passive way rather than being reactive 
(2) Be mindful for open loops and if possible close it (getting things done) 
(3) ROB - Return of blessings 
(4) Making small improvements

Pio Solon discussed why taking care of our body is important for our success? 
As simple as the statement "Being sick is expensive" says it all.
To care for your wellness: 
(1) Exercise at least 30 minutes on most days of the week 
(2) Eat natural foods at appropriate quantities 
(3) Sorround yourselves with people who support your goal 
(4) Stick to your goal 
(5) Have faith that you can do it

I'm almost 40 and I want to spend more time with my kids than with my cubicle at work. As what May of FullyHousewife says, there is hope. This campaign helped us in a way and we decide to takes things done one step at a time for a better us :)

Thanks again Jen for the invitation.

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  1. I regret not being able to attend a similar event that recently took place here in Davao. I'm passionate about finance and would have learned a lot from this!

  2. I agree mommy, it is never too early to start preparing for ones retirement. It is good there are companies like Sun Life who helps create awareness and assist individuals to be better prepared.

  3. It must hvae been an enlightening talk! I would love to attend enriching talks like this next time. :)

  4. Sun Life has a good reputation and when I was working that was the insurance we had. thankfully there was never any need to use it but there's great security in comfort when you do have it.

  5. This is a very helpful post. Thanks for sharing! :)

  6. Attending seminars like this are really worth it because it helps us reach our goals for the family especially financially