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Retirement Strategies for Baby Boomers

Reduce the stress in your golden years by taking time out early to start mapping your retirement.

This retirement course in Sydney is designed to give baby boomers the strategies they need to effectively plan for and transition into retirement. Superannuation rules and regulations can be confusing at the best of times, understand how super works and learn how to use it as a tool to grow your wealth, reduce tax and transition to a comfortable retirement.

This is a fun and relaxed course with many real life examples of effective strategies. It will be presented by financial planner Jason Lane, who has more than 8 years of industry experience.

Topics covered:

• When can I retire?
• How much do I need to retire comfortably?
• Contributing into super
• Reducing tax
• Structuring assets effectively
• How to invest super for retirement
• Centrelink Age Pension
• Types of funds for super pension phase
• Estate Planning

Course date:

Subject to availability – contact us to find out more

$66 per person:


Successful Ways

Level 10, 50 Margaret Street, Sydney 2000

Click here to book now