Transition to Retirement Workshop


Achieve a successful transition from practice to personal life.

A successful retirement requires informed and considered decision making as early as possible.
Over two highly interactive days, practice principals will be guided through the important business and financial decisions and strategies that will significantly impact their quality of life and the effectiveness of their intergenerational wealth platform. This workshop is suitable for pre-retiree practice principals.

Key sessions include:

  • Lifestyle choices
  • The mathematics of retirement
  • Investment portfolio review
  • Best of breed investment platforms
  • Relevant legislation
  • Risk management
  • Estate planning and family law

Dates and Locations

Saturday 2 - Sunday 3 June 2018
The Grace Hotel, 77 York Street, Sydney

Saturday 16 - Sunday 17 June 2018
Pullman on the Park, 192 Wellington Parade, Melbourne

Saturday 17 - Sunday 18 November 2018
Intercontinental Sanctuary Cove Resort, Manor Cr, Hope Island, Queensland

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

  • CPD point entitlement
  • 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. Develop business and financial strategies to achieve a successful transition from practice to personal life

For further details, contact Sarah Knox
Phone (02) 9229 9731

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
16h : 0m
Health Services Administration
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