AIOP Financial Wellbeing Information Session

AIOP Financial Wellbeing Information Session 

Knowing how our finances are or how we can be financial healthy for our retirement is a key concern for most people.

Do you ever ask yourself:

• Can I pay off my mortgage faster?
• How can I bring my credit card bill down?
• Is it too late to start planning?
• Do I really need to pay that much tax?

Getting professional help is not just for CEOs or the C-Suite Executives we work for.

It is more important than ever to know whether the 40-plus work years you are doing will be enough to support you through retirement.

Evalesco Financial Services has kindly offered to host our next development session which will be an introduction to what a Financial Adviser can do to help you with both immediate and long term financial goals.

This explanatory session will take the mystery out of financial planning for your future. Topics to be discussed are:

• The key tips to get your finances sorted
• What is a financial adviser and how can they benefit you
• Where do you find a reputable financial adviser and what should you look out for
• Is it too late to start planning

About the presenter

Mia Taylor is a Personal Financial Adviser at Evalesco Financial Services.

 

Mia believes that the value of Advice is so much more than maximising

investment returns but rather helping clients understand what is truly important to them and providing a strategy to increase the probability of those things being achieved.

Mia was the winner of the 2017 AFA Rising Star award, the current AFA Genxt
NSW State chair, and has presented at industry events on the benefits of a truly holistic approach to financial advice. She is committed to empowering her clients and advice community to live a Healthy, Wealthy, Happy Life.

Members: $10 | Non Members: $20

We look forward to seeing you there! 

Bookings and payments are essential for this event. All fees for AIOP professional development events are tax deductible for professional development, however please check with your tax advisor and retain your receipt for taxation purposes.

AIOP Sydney Division will record your details in a secure database in order to produce a name tag and to email information to you about this and future events. You may opt out at any time. By registering to attend this professional development or associated event, you consent to AIOP Sydney Division using event photography in which you may appear on our website and newsletter. If you do not wish to have your photo taken, please advise us prior to or at the event. The AIOP Privacy Statement is here.

AIOP has a no refund policy however a replacement guest is welcome if you are unable to attend.