Part 1
Your best retirement plan starts now
14 November - 12.00pm AEDT (35 mins plus Q&A)
Speakers: Reuven, Kim, Erin
This is all about where you are now. More and more Australians are retiring with a mortgage to pay down, so what should your focus be right now? Learn how to achieve financial clarity, define key goals you should be hitting and discover what you can do to catch up or, better yet, get ahead before retirement.
Part 2
How much do you really need in retirement?
21 November - 2.00pm AEDT (35 mins plus Q&A)
Speakers: Reuven, Kim, Luke
There are lots of myths about the true cost of retirement and the reality gap between what people imagine they’ll need and what they really need to enjoy life without compromising on the things they love. Through expert insights and relevant case studies, we’ll explain what retirement really costs and introduce you to simple financial strategies that can help you achieve retirement happiness.
Part 3
Your retirement journey
28 November - 12.00pm AEDT (35 mins plus Q&A)
Speakers: Reuven, Kim, Manni
Retirement should be all about you. Where do you want to live, how do you want to spend your days and, most importantly, when do you want to retire? What are the benefits of retiring earlier, is there a downside? Do you understand what it means to live within your means? Is it better to be asset rich and income poor or income rich and asset poor? We’ll guide you through the possible pitfalls and awesome opportunities retirement presents.
Part 4
How to pass your wealth on to those who matter
30 November - 2.00pm AEDT (35 mins plus Q&A)
Speakers: Chris, Matt
To ensure your wealth transfers to the people you want, in the way you want, you need an estate plan.
We’ll cover:
- Types of wills and their legal requirements
- Discretionary and testamentary trusts
- How and to whom super death benefits can be paid
- Using life insurance as an estate planning tool
- Your estate planning checklist
IMPORTANT INFORMATION
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