It's important to engage with your superannuation, so you can get the most out of it.
This November/December, one of AMA Financial Planning superannuation partners IOOF will be running the latest in their bi-annual series of Financial Wellness virtual conferences. These sessions cover a range of interesting and important topics to help you take charge of your financial independence. Our experts will deliver insights, case studies and practical tips to help you navigate any uncertainty and inspire you to retire with confidence.
It's easy to join and there is no additional cost involved. Just secure your spot for the webinars you're interested in.
This is important as spaces are limited for each session.
Retire-minded Virtual Conference November 2023
Part 1 - Your best retirement plan starts now
(35 mins plus Q&A)
We'll discuss how to achieve financial clarity, define key goals you should be hitting and discover what you can do to catch up or, better yet, get ahead before retirement.
Date: Wednesday 15th November 2023
Time: 12.00pm - 12.45pm (AEDT)
Part 2 - How much do you really need in retirement?
(35 mins plus Q&A)
We'll talk to how much is enough… help you work out how much you'll need to step in and enjoy life in retirement.
Date: Wednesday 22nd November 2023
Time: 2.00pm - 2.45pm (AEDT)
Part 3 - Your retirement journey
(35 mins plus Q&A)
When do you want to retire, where do you want to live and how you adapt to unforeseen changes in circumstances.
Date: Wednesday 29th November 2023
Time: 12.00pm - 12.45pm (AEDT)
Part 4 - How to pass your wealth on to those who matter
(35 mins plus Q&A)
To ensure your wealth transfers to the people you want, in the way you want, you need an estate plan.
Date: Friday 1st December 2023
Time: 2.00pm - 2.45pm (AEDT)
Important information: This communication has been prepared by IOOF Investment Management Limited ABN 53 006 695 021, AFSL 230524 (IIML) as Trustee of the IOOF Portfolio Service Superannuation Fund, ABN 70 815 369 818. IIML is part of the Insignia Financial Group of companies comprising Insignia Financial Ltd ABN 49 100 103 722 and its related bodies corporate (Insignia Financial Group). This information is general in nature and does not take into account your objectives, financial situation or needs. You should consider whether it is appropriate for you. You should consider obtaining independent advice before making any financial decisions based on this information. It is recommended that you consider the relevant IOOF Employer Super or IOOF Personal Super Product Disclosure Statement (PDS) before you make any decisions about your superannuation. A Target Market Determination (TMD) is also available for consumers to better understand products. You can obtain the latest copy of the PDS (or other disclosure documents) and TMD by calling us on 1800 913 118 or by searching for the applicable product on the website at ioof.com.au.</small >