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1. COMMUNICATION & COMPUTER STUDIES » Small Business

PREPARING FOR A FINANCIALLY SUCCESSFUL RETIREMENT

Course ID 20708
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, 29 May 2018
Finish date Tuesday, 29 May 2018
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, Arcadian Private Wealth, established in 2005 and located at Crows Nest and where he has been providing financial advice to individuals and their families for 12 years.

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

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.

He is currently on the 20-20 Committee of the Financial Planning Association with its primary aim of increasing the professionalism of Financial Planners within the industry. He is also a member of the Self Managed Super Fund Professionals Association of Australia and considers his specialties to be in the areas of direct shares, self managed super funds and strategic advice for individuals and their families. Alex currently manages in excess of $80 million of clients' assets.

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


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