Early Bird closing for Retirement Incomes Seminar

money management financial planners financial services industry government

10 May 2011
| By Anonymous (not verified) |
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Hurry, Early Bird Closing - Retirement Incomes Workshop

With only four weeks to go, don't miss your spot at the Money Management Retirement Incomes workshop by booking your ticket today.

Early Bird registrations close this Friday 13 May.

For 24 years, Money Management has been the trusted brand that has reliably kept the financial services industry informed of the latest news, views, research and sector trends.

This year, Money Management will continue its commitment to keeping planners abreast of the latest investment strategies by launching its inaugural education workshop on Retirement Incomes.

Money Management is delighted to confirm it has secured some of the industry's leading experts to speak on a range of topics and investment strategies relevant to financial planners and their clients in the Retirement Incomes space.

Speakers include:

  • The Hon. David Bradbury (Parliamentary Secretary to the Treasurer) will present the Government's view on retirement incomes.
  • Peter Hogan (Plaza Financial) will outline the leading Retirement Incomes strategies and case study them.
  • John Zavone (AMP Capital) will examine how financial planners should manage risk for retirees by looking at dynamic forms of asset allocation.
  • Assyat David (Strategy Steps) will review the key findings and out-takes from the Productivity Commission's draft report - Caring for Older Australians. What do these findings mean for financial planners? 
  • Bob Delforce (National Information Centre on Retirement Investments) will look at what pre-retirees and retirees want from their financial planner, their retirement strategies and the products they invest in.

Other topics include:

  • New Longevity Products - The last 12 months has seen the release in the market of a number of new longevity products. We see how these products stack up in a retirement incomes strategy.
  • The Next Generation - Specialists outline the future trends and likely developments in retirement incomes, and what new products are likely to hit the Australian market and when.

The Retirement Incomes workshop will be interactive, with delegates encouraged to work on case studies and ask questions of the speakers. CPD points will be accredited.

Where: Dockside, Darling Harbour, Sydney
Cost: Early Bird Rate (by 13 May) - $180, Standard Rate - $270
Program and registration: Click here
Register online: Click here
More Information: Heather Lawson on (02) 9422 2791 or [email protected]

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