CPD
3 Non-Scientific Hours
Financial and Investment Essentials Part 2: Sharemarket and Investing Fundamentals Brief 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 financial decisions, financial literacy is considered a vital skill. This series will give you the key financial skills and understanding to manage your money with confidence and make informed decisions for your personal life and career.
Topics ÜÜ ÜÜ ÜÜ ÜÜ ÜÜ ÜÜ ÜÜ
Learning outcomes
Investment fundamentals, including superannuation Cash flow planning Property investment fundamentals Sharemarket investment fundamentals Debt Loan fundamentals and option Asset protection and insurance Tax considerations for investing
At the conclusion of this course, participants will be able to: ÜÜ Know how to manage your cash flow and debts ÜÜ Understand the reason for saving and investing as well as the risks and returns of investment alternatives ÜÜ Understand the advantages of protecting assets and know which insurance products to choose ÜÜ Understand optimal ways to minimize tax and fee payments
Presenters Mr Stuart Mathieson Finacial Advisor Moneywise
Mr Francis Lee
Tailored for recent graduates and experienced dentists
Finacial Advisor Moneywise
Mr Daniel Giles Senior Tax Accountant Moneywise
DATES
Wednesday 18 July 2018
FEES
TIMES
5.30pm – 8.30pm
FREE for ADAVB Members
VENUE
ADAVB Meeting Room Level 3, 10 Yarra Street South Yarra VIC
Non-ADAVB Members
FORMAT
Interactive seminar
RSVP BY
Friday 16 March 2018
Proudly supported by
14
2018 Continuing Professional Development Program
$55
Fees chart IMPORTANT NOTE Discounted fees also applies if you bring a colleague. Colleague must be in the same category
DISCOUNT CATEGORY
Discounted fees only applies to lecture
FULL DAY COURSE FEES 1 course
2 or more courses (10% discount)
3 or more courses (15% discount)
ADAVB Member
$550
$990
$1,402
Recent Graduate
$300
$540
$765
Student / Retired
$170
$306
$433
Hygienist/Oral Health Therapist
$380
$550
$969
Dental Staff
$300
$540
$765
Non-ADAVB member
$880
$1,584
$2,244
Non-member Recent Graduate
$400
$720
$1,020
DISCOUNT CATEGORY
HALF DAY AND ECE COURSE FEES 1 course
2 or more courses (10% discount)
3 or more courses (15% discount)
ADAVB Member
$220
$396
$561
Recent Graduate
$160
$288
$408
Student / Retired
$22
$39
$56
Hygienist/Oral Health Therapist
$190
$342
$484
Dental Staff
$130
$234
$331
Non-ADAVB member
$390
$702
$994
Non-member Recent Graduate
$208
$374
$530
Register for 2 or more courses and save up to 15%
Registration form / tax invoice 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 state branch Dentist
Recent Graduate (1st-5th yr)
Member Number Student/Retired Member
Name
I am a non-ADAVB member Other
Surname
Work Phone
Mobile
Dietary
(Important: Your confirmation and reminder will be sent to this email)
SECONDARY REGISTRANT I am a member of my ADA state branch Dentist
Recent Graduate (1st-5th yr)
Member Number Student/Retired Member
Name
Other
Surname
Work Phone
Mobile
I am a non-ADAVB member
Dietary (Important: Your confirmation and reminder will be sent to this email)
PLEASE ENROLL ME IN Course Name
Course Date
Course Fee
Accompanying Staff Fee
Total Fee
$
$
$
$
$
$
$
$
$
$
$
$
TOTAL (inc GST) $
PAYMENT DETAILS CHEQUE (made payable to ADAVB Inc)
CARD
MasterCard
Visa
American Express
Card Number
Expiry Date
/
Cardholder Name Date
/
/ Signature
HOW TO ENROL Telephone registrations are not accepted FAX: 03 8825 4644 • EMAIL: cpd@adavb.org • ONLINE: www.adavb.net • MAIL: ADAVB, PO Box 9015, South Yarra, VIC 3141 For further Information, please call (03) 8825 4600 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 • www.adavb.net
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.