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Transitioning to Retirement Seminar

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by Vanessa ★ (subscribe)
WeekendNotes Chief Editor / Chief Writer / PR & Communications.
Event:

On Tuesday 27th March 2018, National Seniors Australia, together with the Australian Shareholders Association are presenting a 'Transitioning to Retirement 'seminar in Sydney.

This comprehensive seminar is designed to arm you with information about how to fund your financial needs in retirement, with speakers from National Seniors Financial Information Desk (FID) and the Australian Shareholders Association.

 

The Presenters:

Basil La Brooy is from the National Seniors Financial Information Desk (FID). The FID is an independent, confidential service free to National Seniors members that aims to improve the investment information available to older Australians.

Basil has over 24 years' experience in the banking sector, specifically in lending and financial planning and will discuss:

  • Making the transition

  • Taking stock of your resources

  • Setting your goals

  • Retirement income streams

  • And more

    Basil has a sound knowledge and understanding of superannuation, Government Income Support and the financial side of aged care. He is known to assist people to think 'outside the square'.

    Ian Irvine is from the Australian Shareholders Association. Ian is the former Head of Customer and Business Development, ASX Ltd and will discuss:

  • The pros and cons of investing yourself

  • Investing in a self-managed super fund, versus a retail or industry super fund

  • The importance of an investment plan

  • And more

    Ian has over 40 years' experience in sales, marketing and business development and has worked in the financial services arena since 1986, with stints at Westpac, AMP and up until the end of December 2017, for 14 years at ASX. He now works as a consultant to the financial services sector including to continue to educate investors on a range of investment ideas and topics.

     
    The Financial Information Desk (FID)

    The Financial Information Desk (FID) is an independent, confidential service funded by National Seniors Australia that aims to improve the investment information available to older Australians.

    Gathering knowledge to make an informed investment decision can be difficult. Relevant information is not always readily available, nor at a reasonable cost. Keeping up to date can be arduous as the investment industry is constantly changing and evolving. Changes not only occur to investment products but also to legislation, including Government Income Support (GIS), taxation laws and guidelines.

    FID's role is to arm people with up-to-date independent information that will assist them in making those big decisions prior to and in retirement. The FID provides financial information only. It does not give or imply investment advice; recommend financial products or planners; or undertake advocacy or complex casework. Nor does it receive commissions, bonuses or third-party payments.

     
    The Australian Shareholders' Association (ASA)

    The Australian Shareholders' Association (ASA) stands up for shareholders' rights; gives a strong voice to their vote; builds their investment knowledge through education; and connects investors with other individual investors. It is Australia's largest, independent, not-for-profit shareholder association. Importantly, it is the only organisation that advocates for the small individual shareholder. It has been keeping the market fair for the everyday, independent investor since 1960.

    Australian Shareholders Association has over 40 groups nation-wide where members will hear from guest speakers or participate in a discussion group. Other member benefits include the online forum, the monthly magazine EQUITY, podcasts, videos and other resources available online and of course access to renowned voting recommendations.


    Bookings are essential. To reserve your seat, please visit EventBrite. Tickets are priced $65 per person.

    For more information on this upcoming event, please visit www.nationalseniors.com.au and www.facebook.com/nationalseniors


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    When: Tuesday 27 March 2018, 9:00 am 12:30 pm
    Where: Parramatta RSL, Corner Macquarie & O'Connell Streets Parramatta, NSW 2150
    Cost: $65.00 / Bookings Essential
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