Events

Knowledge and tools for growth

Get in Touch

Growing into Retirement – How to prepare for your best life

Join us for a special FREE event hosted by Collective Financial Partners, designed to help you confidently prepare for and transition into this next phase of life.

Whether you’re nearing retirement or it’s still years away, the actions you take now will significantly impact the quality and enjoyment of your retirement years.

Our expert presenters will provide essential information, valuable insights, and practical strategies, empowering you to make informed decisions in three critical areas of preparation for retirement – Financial, Legal, and Health and Wellbeing.

Newcastle event
DateWednesday November 5th
VenueThe Broadmeadow Room, Mcdonald Jones Stadium, Broadmeadow
Time6.00pm – 7.30pm
GuestsFamily members, friends, and associates welcome
RSVPMonday October 27th
 Complimentary finger food and refreshments

“Retirement isn’t just the end of a career; it’s the beginning of an exciting new chapter brimming with opportunities for growth, fulfilment, and joy.

But, like every important milestone in life, it pays to be fully informed and well-prepared.”

Daniel Irving, Director & Principal Financial Planner

Presentations

Retirement Planning – It’s never too early (or too late) to start

Time: 6.00-6.30

Presenter: Melinda Bendeich, National Technical Manager, Centrepoint Alliance

Melinda will cover financial topics including:

  • Important questions to ask as you approach retirement
  • What it takes to retire comfortably
  • The vital role of Superannuation
  • Opportunities to boost retirement savings

Estate litigation and family provision claims – Challenging your Will

Time: 6.30-7.00

Presenter: Kristy Nunn, Practice Group Leader of the Litigation & Disputes Resolution team, Mullane & Lindsay

Kristy will cover legal aspects of protecting the intentions of our will.

Estate litigation covers legal disputes over a deceased person’s assets, including:

  • Challenging a will’s validity
  • Disputes over executor conduct
  • Clarifying unclear will provisions
  • Family provision claims (where eligible persons ask the Supreme Court for provision from an estate)

Healthcare and Wellness – It’s not just about the money

Time: 7.00-7.30

Presenter:  Kaz Amos, Psychologist, The Hummingbird Centre

While it’s important to have your finances and legals sorted, there’s another dimension to retirement that many fail to consider – how will you adjust after a lifetime of work?

Kas will provide some food for thought on preparing yourself psychologically and emotionally to make the most of retirement.

Reserve your place now

Don’t miss this opportunity to prepare for your best life in retirement.

Submit the form below NOW to confirm your FREE seats.

We look forward to seeing you there!

Please feel free to bring along family members, friends, and associates. 

Name(Required)
View our latest news and insightstrending_flat
keyboard_arrow_up