How To Retire In Style Successfully

$107 Limited inc GST / $96
How To Retire In Style Successfully

<p>Learn from an experienced financial planner the principles and strategies to accumulate wealth for retirement, and the legislative opportunities available for people prior to transitioning into

...
$107 Limited GST free / $96
How To Retire In Style Successfully

<p>Learn from an experienced financial planner the principles and strategies to accumulate wealth for retirement, and the legislative opportunities available for people prior to transitioning into

...

Learn from an experienced financial planner the principles and strategies to accumulate wealth for retirement, and the legislative opportunities available for people prior to transitioning into retirement. Cover strategies on how to build a tax free income stream in retirement, explore your options and, if applicable, improve your eligibility for Age Pension benefits. Please note the tutor cannot offer individual financial advice within the structure of the course.


Note: There will be short breaks for morning and afternoon tea and a break for lunch – lunch is NOT included.


COURSE OUTLINE

  • Goals and Objectives – focusing on short, medium and long term goals.
  • Risk Profile – What is your risk profile? Understanding the importance of asset allocation.
  • Ascertaining what asset base value you need to achieve your retirement goals – i.e. calculation on how to work this out.
  • Strategy Advice – options around making the most of pre and post retirement.
  • Taxation Structures – what are the options to ensure you minimize tax.
  • Sustainable income stream – ensuring you achieve your goals and objectives and maintain your ash flow.


PLANNED LEARNING OUTCOMES
By the end of this course, students should be able to:

  1. Identify what income you will need to be financially independent in retirement.
  2. Conclude what age this will be and what is the best way forward for you to achieve this.