Pre-retirement Educational Seminars
At Wholistic Financial Solutions, we have the privilege of working together with Hock Liaw who is a registered Certified Financial Planner (CFP®) based in our Mitchell office location.
Hock is an expert in all things superannuation and has a passion for increasing the financial literacy amongst his clients.
In the month of February Hock will be running two pre-retirement educational seminars that focuses on understanding superannuation and how to prepare for your retirement.
If you ever have questions such as:
– How does superannuation work?
– How much money do I need in retirement?
– What is a transition to retirement strategy?
– How to save or minimise tax?
– When is the right time to retire?
Then this seminar is for you!
Note that the contents of this seminar are general in nature will not take into account your personal financial situation.As always, we recommend you seek personal financial advice before making any decision as a result of information obtained from this session.
Due to Covid and spacing restrictions in our office, registrations for each session are capped at 15 people.
These sessions are designed to be interactive and informative to assist clients with their retirement planning.
To book in for either session, feel free to click on the following dates below:
Please have attendees register at enquiries@wfsbrisbane.com.au
or this link
or this link
6162 4546If you have any questions about the seminar or about our financial planning services, feel free to contact us.
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