Plan well so you can retire whenever you want to
Preparing for retirement isn't just about the numbers—your emotional readiness is important too. During this session our panel of industry experts will discuss some key aspects of preparing for this significant change to our lives.
It's a must for anyone over 50, as you’ll get some great tips for building a holistic plan.
Topics to be covered – by expert discussion:
Head of Behavioural & Industry Economics, MLC Wealth
Dean Pearson is an Industry and Business Economist with over 25 years’ experience analysing global economic trends. Dean currently leads a team of analysts at MLC responsible for the monitoring of key economic, business and consumer developments.
Dean's team is also responsible for a wide range of publications, including the NAB Consumer Anxiety Index, NAB Wellbeing Index and the MLC Wealth Sentiment Survey – which will provide strong touch points during this discussion.
HO Pricing and Actuarial, MLC Wealth
Actuary, and former Chief Operating Officer at Russell Investments Master Trust, Jason Marler has over 25-years' experience in the super industry. Jason is now responsible for the pricing and actuarial functions at MLC Wealth.
A passionate believer in making superannuation simple and personal to enable both empowerment and financial independence. Jason will bring his own unique lens to the discussion.
Director of Activetics Pty Ltd
A former General Manager in the Corporate Health Industry, Wayne Bishop has more than 40 years' experience in the design and delivery of tailored worksite programs. He’s now the Director of Activetics, a consultancy firm providing training services in the fields of workplace health, workforce management and career transition.
Responding to demographic shifts in the workplace, Wayne developed the Changing Gears™ Workshop and Coaching program for mature age employees—a program that has since had over 7,500 mature employees, from a variety of Australia-wide industries, participate.
Wayne's expertise in this field will be particularly relevant to our discussion.
Senior Consultant, Superannuation – MLC Wealth
Chi is a CFP with over 10 years’ experience in financial services, including as a Financial Planner and holding a consulting role with the Financial Planning Association of Australia and Deakin University. She is a firm believer in taking a holistic approach to retirement planning, advocating the importance of the interrelationship between health and wealth.
Chi will be hosting our session.