Police and Nurses Financial Planning - Pre-Retirement Seminar

49 places available

Start:  Tuesday 6 October 2020 - 9.30am

Finish: Tuesday 6 October 2020 - 1.15pm

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, Nick Ferguson and Shelley Tiet who are all financial planners from P&N financial planning.

A lunch will be provided after this half day event and both Karen, Shelley 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.

P&N Bank will also have a Mobile Home Loan Specialist attending, to walk you through how to fast tract the clearance of your mortgage before retirement.  They will also be available to answer any questions you may have and book appointments.

Please register individually if attending with your partner.

Outcomes

The following topics will be covered

  1. Introduction and Benefits of Advice.
  2. The Ever-changing Super Rles.
  3. Your Super……GESB Goldstate, West State and GESB Super.
  4. Centrelink, Newstart and other allowances "What benefts may I be entitled to"?
  5. Pre-retirement Plannng Strategies.   Options for those 60 years of age and above, including Transition to Retirement with working examples.
  6. Portfolio Construction and Review
  7. Summary, Q&A and Closing.

Costs

$ Nil : Members Only

 

Facilitator

Police and Nurses Financial Planning

Nominated Audience

All SSTUWA members and partners.