Advanced Wealth Planning and Lifestyle Management Workshop

Description

Understand the secrets of the independently wealthy. Ready to take control of your financial life? Keen to understand the secrets of the independently wealthy?

This two day workshop will help explain how to effectively and consistently convert high income into appreciating assets that will provide for your desired lifestyle now and into retirement, as well as help establish a platform for intergenerational success.

Key sessions include:

  • Goal setting
  • Understanding legislation
  • Debt and finance strategy
  • Investment theory and asset classes
  • Diagnostic property investment
  • Managing risks
  • Superannuation strategy and platforms
  • Asset protection and estate planning
  • Choosing and working with advisers

Dates and Locations

MELBOURNE
Saturday 05 - Sunday 06 May 2018
Pullman on the Park, 192 Wellington Parade, Melbourne

BRISBANE
Saturday 19 - Sunday 20 May 2018
Stamford Plaza Brisbane, Edward St & Margaret St, Brisbane City

SYDNEY
Saturday 02 - Sunday 03 June 2018
The Grace Hotel, 77 York St, Sydney
Saturday 15 - Sunday 16 September 2018
Radisson Blu Hotel, 27 O'Connell St, Sydney

Event times
Saturday: 8:30am – 6:30pm
Saturday - Meet the Experts (optional):
6:30pm - 7:30pm
Sunday: 8:30am – 3:30pm

  • Two days of intensive lecture and workshop style presentations
  • All presenters are leading professionals in business and financial disciplines specialising in healthcare consultancy
  • Personalised needs analyses and action plans
  • Course workbook and resource library
  • Networking social functions
  • Morning tea, lunch and afternoon tea provided

 

Learning Outcomes

  1. Learn how to effectively and consistently convert high income into appreciating assets that will provide for your desired lifestyle now and into retirement
  2. Understand how to establish a platform for intergenerational success

For further details, contact Sarah Knox
Phone (02) 9229 9731
Email sarah.knox@theprivatepractice.com.au

Please note
Once you click 'Register now' you will be leaving the AMA’s website and entering a third-party education provider’s website. If you choose to register for this learning, you will need to provide some of your personal information directly to the third-party education provider. If you have any queries about how third-party education providers use, disclose or store your personal information you should consult their privacy policy.

 

The Private Practice
N/A
Workshop
17h : 0m
Health Services Administration
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