Best Practice Forum - Retirement Income

The Retirement Income Forum will be returning to Sydney in 2019.

Many financial planning practices are increasingly seeing the need to pivot from advising on strategies suited to people saving for retirement to strategies suited to people transitioning to or already in retirement.

By the end of the forum, delegates will have a better of understanding of:

  • Retirement income trends and latest developments

  • Social security and ways to maximise entitlements while improving a client's overall financial wealth

  • Retirement income products and strategies for different client types

  • The emergence of aged care planning as a specialist field in financial advice

The event will be FPA Accredited and will be worth 5 CPD Points.*


WEDNESDAY
30 OCTOBER 2019

8:30AM - 3:00PM

DOLTONE HOUSE,
LEVEL 3, 181 ELIZABETH ST, SYDNEY
 
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ADDITIONAL COMMENTS (including dietary requirements):
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QuantityItemUnit PriceTotal
Financial Standard Best Practice Forum - Retirement Income Registration (Financial Planner Special)$120.00$0.00
Financial Standard Best Practice Forum - Retirement Income Registration$495.00$0.00
Sub Total$0.00
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By registering to this event you agree to receive relevant, event related communication from the partners of  the Financial Standard Best Practice Forum on Retirement Income.
 
     
8:15am Registrations open, complimentary barista coffee  
8:50am Welcome Note
Darren Snyder
Editor, Master of Ceremonies - Financial Standard
9:00am Retirement Matters; introducing a new generation of retirees and a fresh perspective to retirement solutions Presented by: Cassandra Crowe, CFA

Head of Consultants and Research Allianz Retire+

9:45am Tackling retirement income risks: how financial advisers can better understand risks in retirement

Presented by: Darren Beesley

Senior Portfolio Manager AMP Capital

10:30am Morning Tea  
     
11:00am The case for an absolute return approach to mitigate risks in retirement planning

Presented by: Aaron Binsted

Portfolio Manager and Analyst, Lazard Asset Management

11:45am Innovation in retirement income - maximising income through Australian equities

Presented by: Rudi Minbatiwala, Head of Equity Income, Colonial First State Global Asset Management

12:30pm Buffet Lunch and Netwroking  
1:15pm Lessons from my Dad, in and out of aged care

Presented by: Alex Denham, Senior Financial Adviser Focus Wealth Advisers

2:00pm Retirement strategies: a multi-pronged approach to meeting the retirement income needs of retirees

Presented by: Wayne Fenton, Financial Adviser Elders Financial Planning

2:45pm Closing Remarks  
3:00pm Afternoon Tea and networking  
     
     
 
  2018 Gallery
 
  2018 Highlights
 
GOLD PARTNERS

Allianz Retire+

AMP Capital

 
SILVER PARTNERS

Vertium Asset Management

EXHIBITOR PARTNER

NETWORKING DRINKS PARTNER

Cashwerkz

FOR MORE INFORMATION FOLLOW US
EMAIL    marketing@financialstandard.com.au         
PHONE  1300 884 434
   
  *Pending FPA Approval
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