Our informative presentation will explore the constant changes to government policies and increasingly complex financial environment that will need to be navigated when planning for retirement.
Join our Health Team Leader Adrian Zoppa, Director and Authorized Representative (239866) of Hood Sweeney Securities AFS Licence No 22089 and Steven Monaco, Associate Director and Authorized Representative (339526) of Hood Sweeney Securities AFS Licence No 22089 as they take you through retirement planning and hear about:
- The implications of the proposed Federal Budget changes
- The risks facing those near to retirement
- Financial assets optimisation
- Transition-to-retirement strategy
- Cash flow and debt management
- Features of pensions, superannuation benefits (private & Super SA), SMSFs.
In knowing that your retirement plans aren’t as difficult to achieve as they may seem, you can have ‘peace of mind’ that you are making the most of what you own and earn towards your retirement.
We aim to have you walking away feeling:
- Ready to plan for the retirement you want.
With extensive experience working with clients in the health sector, including partnerships with many of South Australia’s leading health care professional bodies, Hood Sweeney’s Health Team has a deep understanding of health sector issues. We pride ourselves on supporting our clients at each stage of their financial journey - from starting out to setting up for retirement.
We look forward to you joining us!
This a free event is for ADASA dentist members only. Refreshments will be provided. You will need to login to the website to register to attend.
Queries please contact Sally Queale on 08 8272 8111 or firstname.lastname@example.org