Whether self-managed super funds are overprescribed by advisers, and whether aged-care plans are under-prescribed, are among the themes that will be discussed at Professional Planner’s annual Post-Retirement Conference in March.
The one-day event, which will follow a separate day for institutional investors, has been designed to help advisers guide their clients through both uncertainty and instability. It was conceived around the notion that advice would have to change to meet the evolving needs of retirees, who are living longer and, as such, spending longer than ever in retirement.
Topics to be traversed include inter-generational wealth disputes and inheritance impatience, how to help clients mentally prepare for retirement and what role advisers can play in addressing the super gender gap. Strategy sessions will also cover asset allocation and setting up an aged-care plan.
The program was developed based on feedback from advisers and industry experts, based on the scenarios that come up most frequently from their clients. Throughout the day, there will be an opportunity to work through real-life client case studies and come up with best-practice solutions.
Speakers will include Rice Warner chief executive Michael Rice, Integra Financial Services director Deborah Kent, BFG Financial Services managing director Suzanne Haddan and Three Sisters Group founder Catherine Rickwood.
Professional Planner’s Post-Retirement Conference (retail) will be March 21 at the Amora Hotel in Sydney. To register, click here. FPA & SMSFA Members receive complimentary registration.
