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Financial Seminars


Managing Your Financial Future

If 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 session, with a Q&A at the end.

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

Metro and/or Regional:

This service is only available in the Metro area.

Dates & Locations

Mary Chester Centre Conference Room – 9 Bedbrook Place, Shenton Park, WA 6008

Friday 16 March 2018

How to attend:

To find out more, talk to our customer service team on 1300 66 77 88 or email us.

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