Retirement Planning: It's more than money
Date and time
Location
Online event
Plan for a successful financial future with SESSION TWO - Retirement Planning: It's more than money
About this event
Belong Club is excited to announce a new, free, six session series to help guide you and your family on critical financial and life planning matters – The Belong Club Financial Matters Series
With one session per month, delivered by local experts, you will work through all the key elements to setting up a comfortable and enjoyable future and retirement. Although not everyone’s favourite activity, planning is critical – nobody plans to fail, they just fail to plan.
Financial Matters aims to help you get on the best course for an enjoyable life in retirement. It will be helpful for those in retirement looking to make sure they have covered all the important elements, and for those who will retire (that’s 99% of us!)
Session two of our Financial Matters series will deep dive into how to set up the retirement that you want. The session will get you thinking about what you really value, who else is in your life and their impact and perspective. In this session we will:
- discover how to figure out how much is enough?
- touch on selling, renting and downsizing
- discuss compromising with a partner
Guest speaker, Jessie Williams will also talk about legacy and impact and guide discussion around the other, very valuable thing you have in your retirement, TIME.
There will also be time for Q&A with both Bruce and Jessie. For the best chance of having your questions answered please submit them when you register for the session.
When: Tuesday 24 May, 10am - 11am
Where: Online via Zoom
Cost: Free
Series plan
Session 1 (April) - Prepare to Prosper Post 55
Session 2 (May) - Retirement Planning: More than money
Session 3 (June) - Estate Planning Gets Personal
Session 4 (July) - Navigating Retirement Support
Session 5 (August) - Aged Care Planning
Session 6 (September) - Plan your Final Farewell
About Belong Club
We welcome you to join the Belong Club!
The Belong Club is a Northern Beaches Community Care initiative designed to build community connections. We use local presenters to run online and in-person events that everyone is welcome to join.
Through activities, conversations and knowledge sharing, Belong Club brings together anyone looking to try something new, re-explore old passions, socialise and build more community connections.
The online component of the Belong Club offers increased accessibility to new and ongoing connections as part of a supportive online community, to sustain health and wellbeing.
Check out all the activities on our website, at ccnb.com.au/events.
All Belong Club events are currently free.
Once you join an event, you’re considered a member of Belong Club! We’ll start sending you a weekly email update with the upcoming week's event. Remember, you’re free to unsubscribe from these at any time.
Contact us
If you have any questions, please email belongclub@ccnb.com.au or call 1300 002 262 to speak to the team.