Professional Planner

Post Retirement Conference

MARCH 21, 2018

AMORA HOTEL JAMISON
SYDNEY, NSW

History’s frontier-breakers always ensured they had fuel, food and fortitude. The journey into retirement has historically focused on investment strategies and technical advice – but are clients adequately prepared for the mental challenges that come with this new territory? Finding and maintaining the balance between investments, technical knowledge and the client’s mental outlook – the holy grail of retirement – can be tricky. What can advisers do to assist their clients in this little-discussed but important area, so that they can make optimal decisions with regards to their investment strategies? The leading Post Retirement Conference for financial advisers will help you guide your clients through the transition from employment to retirement.

Key Speakers

Suzanne Haddan

Managing director, BFG Financial Services

11:00am – 11:40amWOMEN, SUPER AND ADVICE: WHAT NEEDS TO HAPPEN NEXT

Lesley-Ann Morgan

Global head of defined contribution, Schroders

11:40am – 12:20pmFIVE STEPS TO A PROSPEROUS RETIREMENT

Evan Poole

Manager, comprehensive advice services, Sunsuper Financial Services

5:00pm – 5:30pmHELPING CLIENTS LIVE THEIR BEST LIFE IN RETIREMENT

Event partner

Sponsors

Gallery

The most beneficial aspects were understanding the aged care minefield,
addressing the longevity conundrum, client value and involvement in the process.

Despina PavlouFinancial planner, Telstra Superannuation Scheme

The holistic approach to the key elements required in order to offer clients or members
solutions to their retirement goals was of benefit.

Mark SpringHead of product innovation, NAB Wealth

It was beneficial to hear the high quality of speakers and their confidence in the content,
as well as interacting with colleagues.

Margaret CollinsFinancial adviser, Smart Financial

The conference is a great way to see how other planners are working in the retirement space,
what is working for them, what doesn’t work.

Ciaran DavisFinancial planner, Mortgage Choice Financial Planning

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