Are you confident your retirement plans, wills, and tax strategies are set up the right way?
Join Paul Stewart from Craigs Investment Partners, Catriona Gordon (lawyer), and Nikki Lynskey from Elevation Network Accounting for an essential session covering the key financial decisions that can impact your retirement and your family’s future.
Paul will discuss how KiwiSaver fits into your retirement plans and whether it’s still the right investment option after 65. Catriona will cover how to ensure your will reflects your wishes, including how to incorporate investment property into inheritance. Nikki will share practical advice on tax implications for property owners as they plan for retirement.
You’ll walk away with clear, practical strategies to help you protect your investments and make informed choices for the future.
We’ll have free pizza, wine, beer and soft drinks available – come along, grab a slice, and enjoy a great evening with fellow investors.
Free for current members and first-time guests. If you’ve attended before and aren’t a current member, tickets are $20.
