Own your financial future: managing finances for the over 55s
Australian Shareholders’ Association (ASA) will be running a project funded by an ECSTRA grant to assist women 55+ to build confidence to participate in financial decision-making.
The goal of our financial literacy project, Own Your Financial Future, is to empower older women with an understanding of basic financial concepts (understanding your financial position). Another objective is to give older women the confidence to have conversations with their partners, children and financial advisers about how the finances are structured, including superannuation.
We completed the pilot project in Victoria in September 2018. Free for women over 55, we have workshops scheduled around Australia with confirmed locations listed below.
The workshops will help you:
- cut through finance and investing jargon
- understand a financial plan
- clarify options for managing your super
- help you discuss your financial goals
- check that your estate is in order
- learn how to source and engage with a professional adviser
- develop confidence to talk to the financial professionals and family
These workshops are geared towards women who have never been involved in managing their finances or investments.
If you have never attended an education event about managing finances or investments, or do not know where the funding for your retirement comes from, you will benefit from these workshops.
Tue 3 Sep Wollongong, NSW 1.30pm – 5.00pm City Diggers Club
Fri 6 Sep Newcastle, NSW 9.00am – 12.30pm Mint Business Centre
Mon 14 Oct Mt Gambier, SA 9.00am – 12.30pm Best Western Southgate Motel
Tue 15 Oct Adelaide, SA 9.00am – 12.30pm Arkaba Hotel
Wed 16 Oct Adelaide, SA 9.00am – 12.30pm Arkaba Hotel
Mon 28 Oct Sydney, NSW 9.00am – 12.30pm Castlereagh Boutique Hotel
Tue 29 Oct Bathurst, NSW 9.00am – 12.30pm Rydges Mount Panorama Bathurst
Wed 30 Oct Dubbo, NSW 9.00am – 12.30pm Dubbo RSL Club Events Centre
Thu 31 Oct Katoomba, NSW 9.00am – 12.30pm The Carrington Hotel
Fri 1 Nov Sydney, NSW 9.00am – 12.30pm Castlereagh Boutique Hotel
Mon 11 Nov Tweed Heads, NSW 9.00am – 12.30pm venue TBA
Tue 12 Nov Ballina, NSW 9.00am – 12.30pm venue TBA
Wed 13 Nov Coffs Harbour, NSW 9.00am – 12.30pm venue TBA
Thu 14 Nov Armidale, NSW 9.00am – 12.30pm venue TBA
Fri 15 Nov Tamworth, NSW 9.00am – 12.30pm venue TBA