Demystifying Retirement
This workshop is designed to empower you with valuable insights and practical strategies, ensuring that your retirement journey is filled with relaxation, joy, and the freedom to pursue all your passions.
What to Expect
In this interactive workshop, we’ll guide you through essential topics to help you plan effectively:
Maximising Your Retirement Income: Discover smart ways to optimise your financial resources, ensuring the lifestyle you truly deserve.
Setting Your Retirement Savings Goal: Learn how to calculate your retirement savings target based on your desired income. We’ll demystify the process, making it accessible and actionable.
Understanding Centrelink Entitlements: Unravel the complexities of Centrelink, including potential benefits like the Aged Pension. We’ll provide clarity so you can make informed decisions.
Managing Income Needs and Drawdown Strategies: Explore practical approaches to meet your income requirements during retirement. Whether it’s travel, hobbies, or simply enjoying life, we’ve got you covered.
Busting Myths and Finding Comfort
Let’s address common misconceptions about Centrelink and retirement savings requirements. You’ll gain confidence in your financial choices and discover how much you truly need to feel comfortable.
Your retirement planning expert
Your retirement planning expert, Charmaine is a local financial planner with over 18 years of experience in the field, and she will be your guide throughout this masterclass. Feel free to ask questions, share concerns, and build a solid foundation for your retirement years. Unbound Financial, Wangaratta Financial Planning.
Bookings essential - only 15 places available
Cost: $60 per person
($15 refund at the door for pension/health care card holders)