Retirement Basics – Planning to Stop Working Sooner
Retirement is choosing to work because we want to, not because we financially have to. This course is designed to give each student the knowledge and exposure to the different options with a licensed AFA adviser skilled in retirement planning.
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Description
This course will cover the benefit and risk in a number of areas including:
- kiwisaver
- WINS
- NZ Super
- property downgrades
- changing government regulations
Come prepared with your questions and be ready to grow your wealth over the long term, reduce tax and hand over to the next generation so that you can have a comfortable retirement.
This course is best completed (but not essential) with your financial partner if possible, as the information and outcomes will affect both of you.
Information is covered in a fun and relaxed way, with many real-life examples of effective strategies. Dylan Mann will present this course. He is an AFA financial planner with more than 17 years industry experience and advanced qualification on the topic.
