According to WHO published in 2018, the average life expectancy in India is 68.8 years (Male 67.4 years and Female 70.3 years). Also the majority of the workforce get in to the job market little late and retire around 58 years. Hence after retirement the retired person has to live for a minimum period of 10 years and his spouse for 15 years. This could be more for individuals who are healthy and for others it could be less. Thus any individual who has born in this world during his life time faces two important risks. They are living long (Longevity risk) or dying too early. On one hand, everyone needs to take appropriate financial strategies to ensure that he/she lives comfortably with his/her family so that even the main breadwinner is not alive his/her family is in a position to face the financial loss. On the other hand, one needs to ensure that (s)he gets the adequate cash flow to fulfil her/his basic needs until she/he survives through appropriate risk mitigation strategies after fulfilling one’s life time goals such as owning a house to live, children education, children marriage etc. To fulfil such goals, one has to design the financial plans and execute it by investing the surplus in the appropriate investment options among the plethora of asset classes available or in the words of Robert T Kiyosaki in his book “Rich Dad Poor Dad” one has to make his money work for him, rather than he working for money. He also emphasizes that if you want to be rich, you need to be financially literate. Thus this programme aims at facilitating the audience to get an idea about what financial planning is all about - the basic nuances of saving & investment; the meaning and importance of Life Insurance and Health Insurance; the role of Mutual Funds in wealth Creation; and how to align one’s goals with appropriate investment instruments coupled with income tax planning. All these will facilitate every participants to transform oneself from savers to investors which ultimately make them to be wealthy according to R. Buckminster Fuller.