MenuJoin us as we kick off the new financial year with a fresh perspective on retirement planning! The FAAA Newcastle Chapter Committee invites you to their Reframing Retirement Lunch Event on Thursday 4 July, at Modus Merewether, The Operandi Room.
Discover how modern solutions can address the unique needs of retirees in today’s evolving landscape. Gain insights into current trends and learn strategies to identify and mitigate financial risks within retirement portfolios.
Key Takeaways:
- Understand the evolving retirement income landscape
- Identify and mitigate financial risks to retirement portfolios
- Understand new retirement products and how they can work for your clients
- FAAA – update from your association
- Network with your colleagues and celebrate the EOFY
Guest speakers
Bec Wilson
Author and Host of the Prime Time Podcast
Bec Wilson is one of Australia’s most respected authorities on modern retirement and an expert on modern ageing and midlife. She is the bestselling author of How to Have an Epic Retirement, The #1 best selling retirement book in 2023, and the #2 best selling finance and consumer issues book by an Australian Author. She is also the host of the Prime Time Podcast.
Phil Anderson
General Manager Policy, Advocacy & Standards, FAAA
Phil is the FAAA General Manager – policy, advocacy and standards at FAAA. Prior to this, in two separate stints he spent over 10 years at the Association of Financial Advisers (AFA), most recently as CEO, prior to its successful merger with the Financial Planning Association, to form the FAAA. Phil has almost 30 years’ experience in financial advice, regulatory change, advocacy, risk management, compliance, project management, operations and finance.
Natalie Phillips
NSW State Manager, Allianz Retire+
Natalie is the NSW State Manager, spearheading the NSW distribution team. By ensuring that innovative, new solutions are tailored to meet their unique, individual needs, Natalie will share the exciting advancements happening in the retirement product space and how you can help retirees thrive in every aspect of their lives. Join us as she outlines these groundbreaking innovations and inspires us to envision a brighter future for retirement.
Tammy Kershaw
Business Development Manager NSW, HUB24
With over 24 years in the financial planning industry, Tammy from HUB24 is an expert in leveraging platform technologies to enhance client experiences and optimise practice outcomes. She will share her insights on the latest innovations from HUB24 and how they can revolutionize your financial planning approach. Get ready to be inspired and equipped with the tools to drive success in your practice!
