Free local seminars to help you retire in style
MULTI-AWARD winning financial planner Adam Vermillion is regarded as a financial wizard, delivering lucrative financial solutions to clients, as recognised by former employer NAB for his wealth creation, wealth protection, insurance and structural expertise on retirement.
Mr Vermillion will be joined by local award-winning colleague and superannuation specialist Peter Fowler to deliver a series of free retirement planning seminars called Retire in Style, starting in Ballina on Thursday.
“The focus for Retire in Style is very much about the superannuation options for those who are fully retired as well as those thinking about their retirement,” Mr Vermillion said.
“70 per cent of people are not prepared for retirement. That’s why we uniquely review and take into consideration someone’s tax position and blend that with their retirement goals to achieve the best possible outcome.”
Each session will focus attendees on generating wealth and keeping it with the right outlook, plus utilising advice to keep them engaged on the things that matter.
As well as scrutinising self-managed superannuation (SMSF) as a possible component of a successful retirement strategy, Mr Vermillion and Mr Fowler will also make sure attendees are across the latest from last week’s federal budget, namely Centrelink developments, SMSFs and estate planning, minimising risk and the importance of investment structure and strategy.
Free Retire in Style sessions will be held at:
> Ballina Beach Resort on Thursday, from 6.30-7.30pm
> Byron Bay Ex-Services Club on June 2, 6.30-7.30pm
> Lismore Workers Club on July 14, 6.30-7.30pm
Tickets are available from www.eventbrite.com.au – search “Retire in Style” – or phone reservations can be made by calling 6686 3000.