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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.

For your convenience, these FREE events will be held at two locations – Warners Bay and Thornton.

Thornton Event
DateTuesday September 17th
VenueCollective Financial Partners, 3 Woodford Close Thornton
Time6.00pm- 7.30pm
GuestsFamily members, friends, and associates welcome
RSVPFriday September 13th
 Complimentary finger food and refreshments
Warners Bay Event
DateThursday September 19th
VenueBrown Sugar Restaurant, The Esplanade Warners Bay
Time6.00pm – 7.30pm
GuestsFamily members, friends, and associates welcome
RSVPTuesday September 17th
 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

Legal and Estate Planning – Make sure you’re covered

Time: 6.30-7.00

Presenter: Cavelle Lindsay, Practice Group Leader of the Wills and Estates team, Mullane & Lindsay

Cavelle will cover legal aspects of retirement planning, including:

  • The importance of Wills
  • Power of Attorney
  • The Bank of Mum and Dad pitfalls

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

Time: 7.00-7.30

Presenter (Thornton): Nina Booysen, Accredited Mental Health Social Worker, The Hummingbird Centre

Presenter (Warners Bay): Karen Amos, Provisional 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?

Nina and Karen 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. 

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