FINANCIAL SEMINAR | YOUR GUIDE TO FINANCIAL EMPOWERMENT
Schedule
Tue Oct 01 2024 at 06:00 pm
UTC+10:00Location
Greek Orthodox Community of NSW | Bankstown, NS
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GOC Welfare Department to host seminar teaching important financial adviceThe Greek Orthodox Community of NSW is set to organise an informative seminar in Greek and English that will see financial advisors impart important advice for members of our community.
The Financial Seminar, organised by the GOC NSW Welfare Department, is free for all and will be held at 6pm on Tuesday 1 October at the Greek Community Club in Lakemba.
The event will be led by guest speakers James Bouzios and Peter Dickinson from Retirewise, a premier financial planning and retirement advisory firm committed to helping Australians secure a comfortable retirement.
The duo will discuss a number of topics in the seminar, such as:
• The role of a financial planner
• Understanding the financial planning
• Retirement planning
• Superannuation
• Investing
• Risk management
• Aged care
• Estate planning
Bio on speakers:
James Bouzios brings over 40 years of experience in financial services, including a decade as a Financial Planner and four decades as an accountant. James is renowned for building long-term, trust-based relationships with clients. His extensive expertise and dedication make him an invaluable asset to Retirewise.
Peter Dickinson has over eight years of experience as a financial planner. He excels in simplifying financial planning and educating clients on their options. Peter and his team at Retirewise believe in a collaborative approach, aiming to advise, educate, and motivate clients to make confident financial decisions.
The event is free for all with registrations essential.
To ensure your spot, please call the GOC NSW Welfare Department at (02) 9740 6022.
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Where is it happening?
Greek Orthodox Community of NSW, 206 - 210 Lakemba St,Sydney,NSW,Australia, BankstownEvent Location & Nearby Stays:
