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
10.30am – 12.30pm

• Friday, 3 May 2019

Cost

Free

How to attend

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

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