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