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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 advised

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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