P&N Financial Planning - Pre-Retirement Seminar (Half Day)

17 places available

Start:  Tuesday 8 October 2019 - 9.30am

Finish: Tuesday 8 October 2019 - 1.00pm

Location: SSTUWA building, 1 West Street, West Perth WA 6005 (off Thomas Street).

 

 

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About the course

This pre-retirement seminar will be hosted by Karen Speldewinde ADFS (FP) and Nick Ferguson Dip. Fin. Adv (SIA), financial planners from P&N financial planning.

A lunch will be provided after this half day event and both Karen and Nick will be available to answer any personal questions you may have and to book appointments for those who would like a more detailed discussion about their retirement plans or review of their financial situation.

Outcomes

The following topics will be covered

1. Introduction and Benefits of Advice.
2. The Ever-changing Super Rules.
3. Your Super……GESB Goldstate, West State and GESB Super.
4. Centrelink "What benefits may I be entitled to"?
5. Pre-Retirement Planning Options.  Options for those 60 years of age and above.
6. Portfolio Construction.
7. Summary, Q&A
8. Closing

Police & Nurses Financial Planning Pty Ltd
AFSL 237507

Costs

$ Nil : Members Only

Hospitality

Lunch will be provided at 1pm

 

Facilitator

Police and Nurses Financial Planning

Nominated Audience

All SSTUWA members and partners.