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Managing Your Financial Future

Managing Your Financial FutureIf you are worried about your current financial position and how it will look in the future, this seminar is for you.

A group of Perth’s leading and highly experienced financial planners have teamed up with Alzheimer’s WA to provide a special, free workshop designed specifically for the families of those living with dementia.

Information will be delivered by professionals with a combined 120 years of experience.

The seminar is split into two sessions, one hour each, with plenty of opportunity to ask questions at the end of each session.

Session 1 will cover

  • Why you don’t need to panic
  • Getting the basics right
  • Cash flow
  • Planning for the future (including the fun things)
  • Mini tax lesson
  • Mini superannuation lesson
  • Mini account based pension lesson
  • Mini Centrelink session
  • Summary – bringing all this together

Session 2 will cover

  • Session 1 Q&A
  • Tricks of the trade – or the cheat’s way through the maze
  • Accessing the super
  • Insurance payouts
  • Legally working the system to your benefit
  • A case study will be included of Bob and Betty – a couple with $250,000 in savings, and how we generate an income of $46,000 per annum, tax free, indexed
  • Session 2 Q&A
  • Conclusion – where to from here?

Cost: Free

Date and time: Friday, 16 March 2018, 9.30am to 11.30am

Venue: Mary Chester House Conference Room, 9 Bedbrook Place Shenton Park 

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