Retirement Planning

Retirement Planning

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Retirement Planning – Sydney Course

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. This course is suitable for those who want to plan their finances for retirement.

Course Outline

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 advisors

Course Outcome

  • At the end of the course, you will learn strategies and tools to prepare for retirement and to ensure you have a sufficient income to maintain your lifestyle.

What to Bring

Please bring a:

  • Notepad and pen

Prerequisite: Desirable

  • This is suitable for anyone who has an interest in planning for their retirement

Delivery Mode

  • The class is delivered in a classroom setting with a whiteboard