It’s what you’ve worked towards for much of your lifetime. And then it arrives: your retirement
In these 30 minute sessions a panel of experts explore - how where you live, what you do with your money and how you spend your time contribute to making this the most enjoyable time of your life.
This series is a must for anyone approaching, or already in retirement, as you’ll get some great tips for building a holistic plan.
Topics to be covered - by expert discussion:
Your money How to store it and spend it. We’ll challenge some enduring myths about how much you need and highlight investment strategies to consider.
Your home What makes an ‘ideal’ retirement environment? Choose a sea-change or stay close to family and friends?
Your time How maintaining a sense of purpose, physical and mental wellbeing is critical to thriving in retirement.
Actuary, and former Chief Operating Officer at Russell Investments Master Trust, Jason Marler has over 25-years' experience in the super industry. Jason is now responsible for the pricing and actuarial functions at MLC Wealth.
A passionate believer in making superannuation simple and personal to enable both empowerment and financial independence. Jason will bring his own unique lens to the discussion.
A former General Manager in the Corporate Health Industry, Wayne Bishop has more than 40 years' experience in the design and delivery of tailored worksite programs. He's now the Director of Changing Gears™, a consultancy firm providing training services in the fields of workplace health, workforce management and career transition.
Responding to demographic shifts in the workplace, Wayne developed the Changing Gears™ Workshop and Coaching program for mature age employees—a program that has since had over 7,500 mature employees participate, from a variety of Australia-wide industries.
Wayne's expertise in this field will be particularly relevant to our discussion.
Peter Venn, has recently made the transition to life in retirement himself, moving from a busy career of over 37 years working in financial services (predominantly superannuation). Peter shares a more personal perspective through his experience. Peter was qualified as a CPA in 1989 and then became of Fellow of ASFA (FASFA) in 2007.
Martina has many years of experience in the superannuation industry and member education.
With a focus on making financial concepts easy to understand, Martina believes in the importance of engaging communication to help people connect with and ‘own’ their financial well-being.
Martina will be hosting our session.