Welcome to the Money Management Education series
Following feedback from our readers, Money Management has decided to launch a series of high quality education seminars that are authoritative, independent and relevant to financial planners. Much effort has gone into developing the workshop’s program and selecting dynamic and knowledgeable speakers, ensuring the sessions are informative and enjoyable.
We hope you find the Retirement Incomes workshop provides significant benefits to you, your practice and your clients.
RETIREMENT INCOMES
The inaugural seminar in the brand new education workshop series launches in June.
View the full program and book your place at the Early Bird rate.
Earn 10 CPD points*
SYDNEY
When: 7 June 2011
Where: Dockside, Cockle Bay Wharf, Sydney
Seminar Topics
Caring for Older Australians: Analysing the key findings from the Productivity Commission’s draft report on ‘Caring For Older Australians’. What does this mean for financial planners and their clients facing retirement.
Dynamic Asset Allocation: This session will examine how financial planners should manage risk for retirees by looking at dynamic forms of asset allocation.
Winning Strategies: We case-study the best performing retirement incomes strategies, and show you how to implement them in your own business.
Government’s View: The Government presents its view on retirement incomes, outlines future policy and where it thinks the industry should head.
Annuities vs Allocated Pensions: A panel will discuss how these strategies stack-up in a retirement incomes strategy.
What do Consumers Want: An examination from consumers of what it is retirees and pre-retirees want from their financial planner, retirement products and strategies.
The Next Generation: A panel will discuss the future trends and developments in retirement incomes, and what new products are likely to hit the Australian market and when.
Confirmed speakers include: The Hon. David Bradbury (Parliamentary Secretary to the Treasurer), Peter Hogan (Senior Technical Manager – MLC Technical), John Zavone (Head of Investment Solutions, Multi Asset Group – AMP Capital); Craig Hall (National Information Centre on Retirement Incomes), Assyat David (Co-Founder – Strategy Steps), Richard Howes (Chief Executive Officer – Challenger Life), Jeremy Cooper (ex chair Cooper Review).
* Subject to accreditation approval by the Financial Planning Association for CPD points. Details of the result of this submission will be published at a later date.
EARLY BIRD RATES NOW ON OFFER
Early Bird Rate – $180 + GST (full rate $270 + GST)
Early Bird Rate closes 13 May 2011
Click on the below link to book your seminar:
Retirement Incomes Sydney
Platinum sponsor:
Gold sponsor:
TERMS AND CONDITIONS
Privacy Information: Reed Business Information (RBI) is committed to handling your personal information in accordance with the Privacy Act. If you do not provide the information requested, we may be unable to process your registration or enquiry. RBI may also share the information with other associated third parties. You have a right to access the information held about you.
Cancellation Policy: In the event you are unable to attend the event, a replacement may be sent in your place. Should you wish to cancel your registration, RBI will refund the cost of your registration less an administrative fee of AUD$100.00 including GST per registration, provided RBI receives the cancellation in writing by fax email at least 21 days prior to the event. Cancellations made within 21 days of the event will not result in a refund.
