March 2019 - Inserts

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Financial and investment series – Module 3 Financial strategies in action CPD Date: Time: Venue: Format: RSVP by:

3 Non-Scientific Hours

Half Day Fees (GST inclusive)

Wednesday 27 March 2019

ADAVB member

FREE

5:30pm – 8:30pm ADAVB Meeting Room Level 3, 10 Yarra Street, South Yarra VIC 3141 Lecture

ADAVB member – recent graduate

FREE

Monday 18 March 2019

Brief

Non-ADAVB member

$55

Non-ADAVB member – recent graduate

$55

Presenters

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. This series give you the key financial skills and understanding to manage your money with confidence and make informed decisions for your personal life and career.

Mr Ezio Nania Managing Director, Moneywise

Topics • Economic trends and investment markets

Mr Chris Matlock

• Latest superannuation strategies • Sharemarket investment strategies • Dental practice acquisition/investment – key considerations including tax and loans.

General Manager, Moneywise

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 buying or investing in practice.

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

Proudly supported by

Free Pizzas

Mr David Giles Senior Tax Accountant, Moneywise

Ms Emma Brookes


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