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Money Go Round
WORKSHOPS
There are three workshop sessions, two sessions in the morning and one after lunch.
There are six different workshops each being offered twice with four to choose from in each session.
You should take time now to think about the workshops you will be asked to sign up for at registration on the day.
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10.20 am Session 1 |
11.30am Session 2 |
2.15pm Session 3 |
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Workshops offered are:
1, 2, 3, 4 |
Workshops offered are:
2, 4, 5, 6
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Workshops offered are:
1, 3, 5, 6
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Workshop 1
Room |
Investment Know-how |
Jan Barraclough |
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Once your personal mortgage has been largely paid off, success with investment requires two things
- a realistic assessment of your resources and temperament, and
- consideration of the investment options that could be suitable for you
Jan’s workshop will focus on just these two steps, so that you will know more about investing, and be in a
better position to prepare for your future. |
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Workshop 2
Room |
a website for financial planning |
Robyn Cormack |
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Talking about financial planning can be easy but it is difficult to know where to start. Robyn will
demonstrate this amazing interactive website which will bring a true do-it-yourself approach to
sorting out your finances at home. |
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Workshop 3
Room |
Understanding the Property Market |
Janet Xuccoa &
Julie Dobbs |
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In this workshop, Janet and Julie will provide you with practical advice about buying and selling
your family home or investment property, protecting yourself in such financial transactions and
looking after these assets with respect to matrimonial property claims. |
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Workshop 4
Room |
Wealth - accumulating and keeping it |
Kevin Jones &
Bryan McDermott |
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Kevin and Bryan will look at the 6 primary factors that threaten your wealth once you have it, and either slow down or accelerate its accumulation along the way, namely: ?De facto partner/spouse claims ?Creditors ?The Tax Man ?Rest Home fees ?Disgruntled heirs and Family Protection Claims ?Lenders |
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Workshop 5
Room |
Developing a Budget, Controlling Debts |
Trevor Pugh |
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Trevor will talk about controlling debt, why you need a budget, how to use it and the pitfalls of not having one. He will also work through some good budgeting principles and procedures and help you to develop your own budget towards improving your cash flow. |
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Workshop 6
Room |
Money Management Strategies:
a life plan |
Lyn Buckley |
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Lyn will challenge you to identify what "success means to you". Her whole of life approach looks at the wheel of life, integrating mind, body, work-life balance, community and finances and urges you to take a step forward now, and start your own pathway to personal and financial growth. |
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