Mosman Community College


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PREPARING FOR A FINANCIALLY SUCCESSFUL RETIREMENT

Course ID 10708
Price $75.00 (GST included)
Status Places are available.
Location Mosman High School
Tutor Alexander Cook
Sessions 1 session of 3 hours
Start date Tuesday, 12 February 2019
Finish date Tuesday, 12 February 2019
Time 6.30pm - 9.30pm

Proper retirement planning is critical to ensure that you are able to achieve the goals you have for this phase of your life. Sadly, most people leave it too late. In this session you will learn the skills needed to prepare for retirement.

In this course you will learn:
* Investment strategies for retirement
* Maximising the superannuation environment
* Strategies to boost your retirement capital
* How to determine which superannuation fund types are right for you
* Maximising your income in retirement
* Setting up a Pension
* Issues faced by Retirees and how to manage them
* Managing the transition from work to retirement
* Estate Planning
* Reducing your risk to ensure your capital lasts your lifetime
* How to choose the right advisers

Materials

Pen & Notebook

About the presenter

Alex Cook is a Financial Planner with his own practice, Livingstone Wealth Management, located at Crows Nest. Alex has been providing financial advice to individuals and their families since 1998.

Alex has a Commerce Degree from the University of New South Wales, a Graduate Diploma in Finance and Investment from The Securities Institute and a Post Graduate Professional Certificate in Self Managed Super Funds from Adelaide University.

Prior to setting up his own practice, Alex was the Financial Planning Manager at Bentleys MRI, an Accounting Firm, where his role was the provision of advice to their client base and managing a team of junior advisers and support staff. Alex also spent four years as a Stockbroker, providing advice on Direct Shares, Warrants and Options contracts.

Alex's passion is to help Australian families to ensure that they do not "outlive their money".


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