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Event Date |
Mon Nov 12 HKT (about 6 years ago)
In your timezone (EST): Mon Nov 12 12:00am - Mon Nov 12 12:00am |
Location |
Palladium at Crown
Level 1 Crown Towers, Crown Melbourne, 8 Whiteman St, Southbank VIC 3006, Australia |
Region | APAC |
With the inaugural Retirement Income Forum proving to be a success in 2017, the forum will move to Melbourne in 2018 to give more advisers the opportunity to address the different aspects of retirement income planning
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
2018 Speakers
Darren Snyder
Editor, Master of Ceremonies - Financial Standard
Cassandra Crowe, CFA
Head of Consultants and Research Allianz Retire
Darren Beesley
Senior Portfolio Manager, AMP Capital
Philippe Tison
Senior Vice President, Research Analyst Lazard
Alex Denham
Senior Financial Adviser Focus Wealth Advisers
Wayne Fenton
Financial Adviser Elders Financial Planning
2018 Sponsors
GOLD SPONSORS:
• AMP CAPITAL
• Alliance Retire+ POWERED
SILVER SPONSORS:
• LAZARD ASSET MANAGEMENT
• Colonial First State Global Asset Management