Gallagher (formerly Wealth Management Partners) invites you to join an informative Pre-Retirement Seminar, designed to help you plan with confidence and ease into retirement.
Senior Financial Advisers Nick Ferguson and Shelley Tiet will guide you through key topics, including:
How much you’ll need to retire comfortably.
Superannuation strategies, including Transition to Retirement (TTR) and Account-Based Pensions (ABP) specific to GESB products.
Understanding income sources: investments, pensions, and maximising super contributions.
Estate planning essentials and aged care considerations.
This is your chance to get clear, actionable advice and ask any questions in an open forum. You’ll also receive a comprehensive information pack filled with planning tools and resources.
Costs
$ 0 : Members Only
Hospitality
Morning tea and light lunch provided.
Facilitators
Nick Ferguson and Shelley Tiet Senior Financial Advisers
