Women and Finance Workshops

The schedule for the 2012 Women and Finance Workshops will be posted soon.

To express interest in being a part of Pilot Group looking at Share investment please contact Sonya Perkins

2011

Financial Planning - Getting Started

Personal finance is often considered daunting or something that you will get around to when you’re older. It’s neither! If you want to make the most of your money now and in the future you need to start planning now. In this session we will discuss personal financial planning and what it involves, acknowledging that we all have different financial priorities and resources. Topics include: setting your financial goals, managing debt and financial stress, saving for the future and selecting a financial planner.

The presenter will be Beryl Rowe from Centrelink’s Financial Information Service.

Protecting Your Assets - An introduction to insurance and estate planning

When we think of personal financial planning the first thing that comes to mind is wealth creation, but it encompasses much more – it is also about securing what you have. With juggling priorities it can be difficult deciding where to start with finance, especially when just starting out and the one often overlooked is protecting our assets. This session aims to provide you with a better understanding of risk and how to manage it; the various insurance products and how they work; and the elements of estate planning. An important session for women at all stages – if you have ever thought ‘what will happen financially if I became ill or incapacitated?’.

The presenter will be Beryl Rowe from Centrelink’s Financial Information Service.

Understanding Super for Women

Surveys consistently demonstrate that the level of retirement savings of women tends to be significantly lower than men. This is generally due to different working patterns, family responsibilities and relationship breakdowns. No matter what your situation is, this seminar can provide you with the tools to make well informed decisions about your financial future.

Suitable for women of all ages who would like to better understand why superannuation matters and be more active in managing their retirement savings, it will cover issues such as:

• reasons to take an active interest in your retirement security
• understanding your UniSuper statement
• UniSuper options and components (including insurance and salary sacrifice)
• legal issues to think about
• impact of employment variations on retirement savings (maternity leave and part-time)
• how much do you need?
• ways to build capital for your retirement

We strongly recommend that you bring your latest UniSuper statement with you when you attend the session.

Increasing Your Assets - an introduction to shares and investments

Would you like to hear about strategies to build wealth. We will also discuss investment options and asset classes including shares, property, direct and indirect investment, and risk and how to manage it through investment timeframes, risk versus return and diversification.

The presenter will be Beryl Rowe a Financial Information Services Officer from Centrelink’s Financial Information Service (FIS).

FIS is an education and information service available to everyone in the community. FIS helps people to make informed decisions about investment and financial issues for their current and future financial needs. FIS is independent, free and confidential and provides services though seminars, phone and appointment.