Retirement decisions - the good, the bad and the costly

This three part series explores the drivers of ‘the retirement decision’, the when and the how. It will unpick the behaviour influencing poor financial decisions and you’ll hear first-hand how you can influence behaviour and crucial decisions through holistic advice.

Retirement Fit: Resilience, Health and Wealth

In this webinar series where we explore how good physical and mental health can help your clients become more resilient, adaptable and fulfilled. You'll also learn how retirees can supplement their income, find purpose and develop social networks via the growing gig economy.

Time to talk, time to listen

For many retirees the Covid-19 pandemic looms as a serious health threat with a potentially devastating effect on their retirement savings and future lifestyle. How do you cut through fear, rumour, misinformation and provide rational, insightful advice. And be heard?

  • Tony Bulmer
    Tony Bulmer

    PRACTICE & CLIENT MANAGEMENT
    Virtual Communication

    Tony Bulmer, Founder of the Bulmer Group, discusses how planning and structuring conversations utilising video conferencing, along with creating the right environment, will ensure clarity of messaging for maximum impact and understanding.

    31 min

  • Naomi Abbott
    Naomi Abbott

    PRACTICE & CLIENT MANAGEMENT
    Enhancing Communication and Client Trust

    Naomi Abbott, Director of Conscious Presence, discusses how to truly connect with your clients through your conversations so you can build on and enhance trust. You'll learn about the neuroscience/brain functioning behind conversations, helping you to identify the triggers that may overrule rational thinking and impact trust.

    32 min

  • Jon Glass
    Jon Glass

    PRACTICE & CLIENT MANAGEMENT
    Adjust and Thrive in Changing Circumstances

    Join Jon Glass, retirement coach and author from 64PLUS. Jon’s session is not about financial advice, it’s about how to adjust and thrive amidst changing circumstances. Jon utilises a coaching approach to explore how your clients can learn to adapt and live their best retirement.

    33 min