Breakfast Club: Financial Implications of Transitioning to Retirement
Join us for breakfast and our seminar: Financial implications of transitioning to retirement presented by Basil La Brooy, Senior Officer National Seniors Financial Information Desk.
Date: Friday 17 February 2017
Time: 8:00 - 10:00am
Place: University House, 1 Professors Road Parkville VIC 3052
Price: $5 for National Seniors members, $15 for non-members (members save $10)
Members can access the discount promo code for this event by logging in to the website here. You will also need to present your membership card at the event.
With the over 50s in mind, this seminar will provide an introduction to the Financial Information Desk service, which is free for members of National Seniors Australia; provide further information to assist in understanding your own situation and resources that can be utilised; outline opportunities for those who will be fully self-funded; outline the ‘ins’ and ‘outs’ of Government Income Support (GIS) for over 50s and highlight the potential use and types of Equity Release products.
There will be a Q&A session following the presentation and breakfast will be provided.
Further details about the presenter are provided below or for more information please call Kristie on (07) 3233 9141 or send an email to firstname.lastname@example.org.
Financial Information Desk
The Financial Information Desk (FID) is an independent, confidential service funded by National Seniors Australia that aims to improve the investment information available to older Australians.
Gathering knowledge to make an informed investment decision can be difficult. Relevant information is not always readily available, nor at a reasonable cost. Keeping up to date can be arduous as the investment industry is constantly changing and evolving. Changes not only occur to investment products but also to legislation, including Government Income Support (GIS), taxation laws and guidelines.
FID's role is to arm people with up-to-date independent information that will assist them in making those big decisions prior to and in retirement. The FID provides financial information only. It does not give or imply investment advice; recommend financial products or planners; or undertake advocacy or complex casework. Nor does it receive commissions, bonuses or third party payments.
Our presenter - Basil La Brooy
Basil has 24 years’ experience in the banking sector, specifically in lending and financial planning. For 18 years he worked with the former National Information Centre on Retirement Investments (NICRI) before joining the Financial Information Desk in 2015. Basil has a sound knowledge and understanding of superannuation, Government Income Support and the financial side of aged care. He is known to assist people to think 'outside the square'.
Basil has been involved with the training of the Department of Human Services Financial Information Service (FIS) staff and has spoken at numerous seminars held by FIS. Basil has vast experience helping seniors better understand how the financial and social security systems interrelate.