Financial Seminars

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 partnered with Alzheimer’s WA to provide a special, free workshop designed specifically for the families of people living with dementia. The 2 hour seminar is split into two sessions with questions and answers at the end.

Session 1

• 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

• Tricks of the trade – or the cheat’s way through the maze
• Accessing the super
• Insurance payouts
• Legally working the system to your benefit
• Case study of a couple with $250,000 in savings, and how we generate an income of $46,000 per annum, tax free, indexed
• Conclusion: Where to from here?

Please note: This seminar is only available to people with dementia and their carers.

Dates and Locations

Alzheimer’s WA, 9 Bedbrook Place, Shenton Park
9.30am-11.30am

• To be confirmed

Cost

Free

How to attend

Register here

Register online using the link above or for more information, please call us on 1300 66 77 88 or email us.

View our services