Lifeplan NextGen Investments NextGen Wealth Preserver Adviser Use Only • A case study on how to create estate planning solutions for beneficiaries with differing requirements. • July 2013

Source URL: www.australianunityinvestments.com.au

• Inheritance
• Employment compensation
• Pension
• Personal finance
• Life insurance
• Tax
• Trust law
• Retirement
• Law
• Financial services
• Investment

Feeling more connected to your future self: Using immersive virtual reality to increase retirement saving With regard to retirement planning, people fail to save what they need to (Fidelity Brokerage Services, [removed]Eco

Source URL: vhil.stanford.edu

• Visual arts
• Pension
• Time
• Future
• Virtual Human Interaction Lab
• Virtual reality
• Emerging technologies
• Immersion

2011 LEGISLATIVE ASSEMBLY FOR THE AUSTRALIAN CAPITAL TERRITORY Planning and Development Amendment Regulation[removed]No 2)

Source URL: www.legislation.act.gov.au

• Retirement
• Retirement community

A stochastic approach to retirement income planning

Source URL: www.actuaries.asn.au

• Economics
• Finance
• Asset allocation
• Diversification
• Actuary
• Financial planner
• Financial adviser
• Stochastic investment model
• Risk
• Financial economics
• Investment
• Actuarial science

RETIREMENT INCOME ILLUSTRATION TOTAL RETIREMENT EXPENSES Historical / Fixed Percentage[removed]For years your retirement planning focus has been accumulation of assets.

Source URL: www.blackrock.com

• Finance
• Asset allocation
• Retirement
• Inflation
• Rate of return
• Pension
• Trinity study
• Liability-driven investment strategy
• Investment
• Financial economics
• Economics

Retirement planning What will you do for income when you stop working? Retirement planning is about preparing for this point in your life, and aiming to achieve financial freedom. hen you start “ Wplanning

Source URL: www.maritimesuper.com.au

• Retirement
• Economics
• Pension
• Personal budget
• Financial planner
• Retirement spend down
• Personal finance
• Financial economics
• Finance

OVERCOMING FOUNDER-OWNER-MANAGERS’ SUCCESSION AND RETIREMENT INERTIA Lucio E Dana, FBA Accredited Adviser A Planning Perspective What are the forces at work on the incumbent owner-manager approaching retirement? Succes

Source URL: www.fambiz.org.au

• Planning
• Succession planning
• Family business
• Push–pull strategy
• Retirement
• Incumbent
• Management
• Human resource management
• Business

you know you need financial advice but

Source URL: lifestrategies.net.au

• Financial economics
• Finance
• Project management
• Financial services
• Financial planner
• Financial adviser
• Retirement planning
• Financial Planning Association
• Estate planning
• Personal finance
• Business
• Investment

Financial advice and you Where to start About ASIC and MoneySmart The Australian Securities and Investments Commission (ASIC) regulates financial advice and financial products.

Source URL: www.moneysmart.gov.au

• Personal finance
• MoneySmart
• Advice
• Retirement planning
• Financial Planning Association
• Business
• Economics
• Finance
• Financial planner
• Financial adviser

Seniors Workshop: Financial Decisions at Retirement As a commitment to age-friendly planning, the Town of Cottesloe, Town of Claremont, Town of Mosman Park and Shire of Peppermint Grove are providing a series of workshop

Source URL: www.cottesloe.wa.gov.au