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EQUIS Seminars
At EQUIS our belief is that it is never too late, or too early to make smart decisions about money.With this in mind we have created our seminars to:
- Get the right education to start with- Know more about money and how it works before you invest in a Financial Health check or Plan
- Save time and money by knowing the right questions to ask – Demystify the jargon to help you choose the right Financial Planner for you
To learn more and register, click on one of the seminars below.
Living Smart - Things you should know about money
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Price
$87.00 -
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Location:
Sunshine Coast | Maroochy RSL Events Centre
Time:
6pm - 8pm
Date:
A smart place to start on your quest for credible financial information is this two-hour seminar. You can expect to learn the key principles, facts and skills behind cash-flow and debt management, as well as understanding investments like shares and property, superannuation strategies and tax minimisation, just to name a few. This knowledge is non-biased, accurate and designed to give you the edge in developing an excellent financial outlook – a must for anyone from the ‘young achievers’ to the ‘young at heart’.Overview
A smart place to start on your quest for credible financial information is this two-hour seminar. You can expect to learn the key principles, facts and skills behind cash-flow and debt management, as well as understanding investments like shares and property, superannuation strategies and tax minimisation, just to name a few. This knowledge is non-biased, accurate and designed to give you the edge in developing an excellent financial outlook – a must for anyone from the ‘young achievers’ to the ‘young at heart’.Topics we will cover include:
- Our economic world today – relevant & timely overview & what this means to you
- Good financial management strategies & how to easily implement without impacting on your current lifestyle
- Cashflow – easy budgeting strategies, tips for freeing up your money
- Debt Management & smart spending strategies – understanding your mortgage, credit cards and how to pay them off earlier
- Making your money from investments – shares, property and cash topics covering important information ie. Investment comparisons, risk profiles, asset classes, fees & charges, their tax situation etc.
- Take aim – setting realistic targets to achieve your financial goals
- Superannuation – what is it, and do you really need it?
- Asset protection in the spotlight – what is it all about? Is it relevant to you.
- What next? How to start investing regardless of what stage in life you are at or where you want to invest your monies.
- Choosing your financial experts – avoiding costly mistakes & who to trust with your hard-earned money.
- Smart questions – an overview of the ‘frequently asked questions’ - answered.
Video Introduction
Select a date and click "Register Now" to attend.
Feb 22 2012 -
Price
