Go to top of page

Smart retirement planning begins at Retire Smart

Smart planning for retirement begins at Retire Smart

Wednesday, April 19, 2017

Do you have a plan to retire and sustain the lifestyle you really want?

Learn the latest strategies for a successful retirement from leading experts at our Retire Smart event on Tuesday 16 May at Sandringham Yacht Club.

The event features speakers in investment and planning for the future as well as a panel forum/Q&A.

Join Robin Bowerman from Vanguard, one of the world’s largest global investment management companies, who will share his knowledge on investment trends. And with reforms to superannuation flagged in the Budget, Federal Member for Goldstein Tim Wilson MP will outline how these changes may affect you.

Other expert speakers include:

  • Lisa McInnes-Smith, high performance coach on embracing change
  • Matt Ross from the Independent Financial Advisers Association of Australia on self-managed superfunds
  • Estate planning expert Anita Aarons from the Victorian Law Institute
  • Chris Boag, Royston Capital on increasing retirement assets, particularly for women.

Local leading financial planners, accountants and lawyers will be available at the Retire Smart Expo from 2pm to answer questions and provide information on services for people heading into retirement.

The Expo will also provide an opportunity to hear about a range of community organisations, activities and volunteering opportunities to help you live life to the full in retirement including Rotary, Lions, Men's Shed, University of the Third Age and volunteering opportunities in Bayside

Come along for all or some sessions - the Retire Smart Expo runs from 2-5.30pm, with expert speakers at 5.30pm and 6pm.

It's free but bookings are essential.

Click view to view the program, speakers and book for Retire Smart