Here's the first 2 principles from the film.
Scroll down to find out about the workshop.
My Game Plan Workshop
Crows Nest Community Centre, Sydney.
Wednesday June 5th. 9am - 5pm.
00
DAYS
00
HOURS
00
MINS
00
SECS
During the workshop you build a game plan for life.
Each of the 10 lessons helps to build the jigsaw puzzle of the future you want to create for yourself as you move towards retirement. You will complete some lessons during workshop and finish the remainder online, after the workshop.
What people are saying about My Game Plan.
After the workshop, you will have an 80% completed Game Plan. So where to from here?
Our focus is to help you build a holistic game plan for your retirement. We won’t be able to complete everything within the day, however after the workshop you'll have clarity about the kind of future you want to create, and the goals required to get there. At this point, most people have questions about the milestones yet to be completed for their Purpose, Career, Health, Relationships, Personal Life and Finances.
This is where Jo Brassett, Managing Director, and Senior Financial Advisor at Insurance Advisory Service, can provide her thoughts and guidance on your personalised Game Plan. Jo is passionate about people and solving problems, she will be able to provide several ideas on what milestones you can implement to achieve your future goals.
What to expect.
This is a 2-hour strategy meeting which will help to complete the final 20% of your Game Plan. If you would like to engage Jo and the team at IAS, these are some of the key areas and strategies they can help with:
1. Superannuation Comparisons: Reviewing superannuation accounts to assess fees, investment options, and overall performance.
2. Contribution Strategies: Providing guidance on various contribution strategies, including non-concessional, concessional, downsizer, catch-up contributions, and bring forward arrangements.
3. Allocated Pension: Advising on the setup and management of allocated pensions to provide a regular income stream during retirement.
4. Centrelink Pension Entitlements: Assisting individuals in understanding their entitlements and optimizing their pension benefits from Centrelink.
5. Annuities: Exploring annuity options as part of retirement income planning, including assessing suitability and selecting appropriate products.
6. Projections for Retirement Funds: Using financial modeling to project retirement fund growth and income streams based on different scenarios and strategies.
7. Product Selection: Recommending specific financial products and investment vehicles tailored to individual needs and goals.
8. Investment Selection: Providing guidance on investment selection to help maximize returns while managing risk within the context of retirement planning.
Click here to find out more about Jo Brassett.
Workshop Sponsor Generation Life
PATRICK TO PROVIDE INFO
LifeBuilder is a flexible, tax-effective investment designed for all generations. LifeBuilder is an investment bond with powerful tax advantages – especially for higher income earners. It is a tax-effective investment solution designed to meet your long-term investment objectives and covers a wide range of investment needs and life stages including wealth creation, tax planning, retirement savings, wealth transfer and estate planning.
LEARN MORE
About Nick Freedman, your Workshop Facilitator.
I've been a learning consultant since 2003, working with some of the worlds biggest brands. As well as teaching 1000s how to become conscious leaders and live well, in 2019, I created a program to help people learn how to transition in retirement. If you would like to know more about me, you can watch 2 of my keynote talks. I will be facilitating My Game Plan workshop.
