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Wednesday
11
APR

Seniors Week! Protecting yourself in Retirement

10:00
11:00
Coutts
Event organized by Coutts

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As part of Seniors Week, Ronald Pratap from RP Wealth Management and Coutts' Kaisha Gambell are proud to deliver a seminar titled "Protecting yourself in Retirement while maximising Centrelink and your Assets."

Ronald from RP Wealth Management will give a presentation on maximising your Centrelink Benefits in retirement whilst minimising your tax position, including:


- Different strategies and product types you can utilise
- Centrelink Income and Assets Test and how you can make them work for you
- Concession issues and tax issues
- Choices available before retirement and whilst you are retired
- Potential implications of the wrong strategy


Kaisha from Coutts will focus on the need for setting up a Power of Attorney and Enduring Guardianship and preventing Elder Financial Abuse, including:


- What is a Power of Attorney or Enduring Guardianship.
- Some tips to consider when choosing your Attorney or Guardian.
- What is Elder Financial Abuse.
- How to recognise and prevent Elder Financial Abuse in the community.


This seminar is for anyone that is currently in their retirement and receiving a partial Centrelink benefit or those looking to retire in the next 5-10 years.

You will leave our seminar with a better understanding of your options and the choices you can make to better your retirement!

There will be a light morning tea provided and it is a free event (please register your interest by clicking on the tickets URL)