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Set yourself up for retirement success

Join our Head of Retirement, Sam Higgie, and Senior Financial Planner, Scott Jackson, as they guide you through the retirement journey. These two webinars can be viewed as a series, or individually, depending on your needs. At the end of each session Sam and Scott will answer questions and provide guidance on what to do next.

 


Retirement planning webinar

Tuesday 13 August 2024, 4:30pm AET/Melbourne time

Ideal for those starting to think about retirement, this webinar will provide you with an overview of:

  • The key stages in the lead up to retirement
  • Ways to boost your super savings
  • Using super to maximise your remaining working years
  • Introduction to our tools and resources to help you prepare
  • How financial advice can support you into retirement

 

Transition to retirement webinar

Tuesday 20 August 2024, 6:00pm AET/Melbourne time

Ready to learn more? This webinar is an in-depth look at strategies to support your retirement

  • What a Transition to Retirement (TTR) strategy includes
  • Who qualifies and how it works
  • The main benefits of a TTR strategy
  • Case studies of TTR strategies
  • Resources and advice to support your transition to retirement

Each event will consist of a 30-minute presentation followed by a Q&A session for approximately 15 minutes.

Register now

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Please get in touch if you have any questions about the event.

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