Best Practice Forum - Retirement Income | Financial Standard | 25 July 2017 | Doltone House Hyde Park, 3/181 ELIZABETH STREET SYDNEY NSW 2000
Venue
Doltone House Hyde Park
Doltone House Hyde Park, 3/181 ELIZABETH STREET SYDNEY NSW 2000
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| Event Date |
Tue Jul 25 HKT (over 7 years ago)
In your timezone (EST): Tue Jul 25 12:00am - Tue Jul 25 12:00am |
| Location |
Doltone House Hyde Park
3/181 ELIZABETH STREET SYDNEY NSW 2000 |
| Region | APAC |
Details
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.
This requires a different mindset for both planners and their clients. Join us in our inaugural retirement income forum that aims to address the different aspects of retirement income planning.
By the end of the day, 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
Speakers
Jonathan Shead,
Managing Director,
Head of Portfolio Strategists, Asia Pacific
Mark Wills,
Managing Director,
Head of Investment Solutions Group, State Street Global Advisors
Darren Beesley,
Senior Portfolio Manager, AMP Capital
Jason Teh,
Chief Investment Officer, Copia Investment Partners
Dr. Philipp Hofflin,
Portfolio Manager and Analyst, Lazard Asset Management
Raphaelle Moysan,
CFA, Head of Liquid Markets Investment Specialists, Aviva Investors
Chris Tsovolos,
Executive Lawyer, Bartier Perry Lawyers
Sponsors & Partners
Gold:
STATE STREET GLOBAL ADVISORS
AVIVA INVESTORS
AMP CAPITAL
Silver:
COPIA
LAZARD