CPD 15.05.20 Financial and Investment Series - Module 3

Page 1

CPD: 3 Non-Scientific Hours Half Day

Financial and investment series – Module 3 Financial strategies in action

Brief Mr Ezio Nania (Managing Director, Moneywise), Mr Chris Matlock (General Manager, Moneywise), Mr David Giles (Senior Tax Accountant, Moneywise) Financial literacy is the ability to make informed judgements and effective decisions regarding the use and management of money. In today’s world of increasingly complex financials decisions, financial literacy is considered a vital skill. Gain the key financial skills and understanding to manage your money with confidence and make informed decisions for your personal life and career.

Tailored for recent graduates and experienced dentists but open to all members

At the conclusion of this session, participants will be able to: Understand market trends to be able to make informed financial decisions Understand the benefits and pitfalls of sharemarket and superannuation investment strategies Know what you must consider when buying or investing in practice.

Topics Economic trends and investment markets Latest superannuation strategies Sharemarket investment strategies Dental practice acquisition/investment – key considerations including tax and loans.

Free Pizzas Date

Friday 15 May 2020

Time

5:30pm – 8:30pm

Venue

ADAVB Meeting Rooms Level 3, 10 Yarra Street, South Yarra, VIC 3141

Format

Lecture

RSVP by

Wednesday 6 May 2020

Proudly supported by

Fees (GST inclusive) ADA member Non-ADA member Must RSVP for catering purposes

FREE $55


Registration form //tax taxinvoice invoice Registration form ABN 80 263 088 594 ARBN 152 948 680 RED’D ASSOC NO. A0022649E

Please use block letters when filling in your details PRIMARY REGISTRANT I am a member of my ADA Dentist

state branch (specify state branch if not Victorian)

Recent graduate (please circle year: 1st, 2nd, 3rd, 4th, 5th)

Member number

Student/retired member

I am not an ADAVB member

Other (please specify)

Full name Phone Email

(Important: Your confirmation and reminder will be sent to this email)

Dietary requirements

SECONDARY REGISTRANT I am a member of my ADA Dentist

state branch (specify state branch if not Victorian)

Recent graduate (please circle year: 1st, 2nd, 3rd, 4th, 5th)

Member number

Student/retired member

I am not an ADAVB member

Other (please specify)

Full name Phone Email

(Important: Your confirmation and reminder will be sent to this email)

Dietary requirements

PLEASE ENROL ME IN Course name

Course date

Course fee

Accompanying staff fee

Total fee

$

$

$

$

$

$

$

$

$

$

$

$

TOTAL (inc GST) $ PLEASE NOTE: Your registration for these events indicates acceptance of ADAVB’s Terms and Conditions and Cancellation Policy. Make a copy of this registration form and maintain it for your records.

PAYMENT DETAILS CHEQUE (made payable to ADAVB Inc)

CARD:

MasterCard

Visa

American Express

Voucher Number Expiry Date

Card number

/

Cardholder name Date

/

/

HOW TO ENROL Telephone registrations are not accepted

FAX: 03 8825 4644 • EMAIL: cpd@adavb.org • ONLINE: adavb.net • MAIL: ADAVB, PO Box 9015, South Yarra, VIC 3141 For further Information, please call (03) 8825 4600

Signature

This is a TAX INVOICE for GST upon payment. All rates are GST inclusive. Australian Dental Association, Victorian Branch Inc. Level 3, 10 Yarra Street (PO Box 9015), South Yarra, Victoria 3141 Tel: 03 8825 4600 • Fax: 03 8825 4644 • Email: cpd@adavb.org • adavb.net


Turn static files into dynamic content formats.

Create a flipbook
Issuu converts static files into: digital portfolios, online yearbooks, online catalogs, digital photo albums and more. Sign up and create your flipbook.