Moneywise - Financial Series - Module 1

Page 1

Financial and Investment Series – Module 1 Fundamentals CPD

3 Non-Scientific Hours

Date: Time: Venue: Format: RSVP by:

Half Day

Fees (GST inclusive)

Wednesday 16 October 2019

ADAVB member

Free

6:00 pm – 9:00 pm ADAVB Meeting Rooms Level 3, 10 Yarra Street, South Yarra VIC 3141 Lecture

ADAVB member – recent graduate

Free

Non-ADAVB member

$50

Non-ADAVB member – recent graduate

$50

Monday 7 October 2019

Brief

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 Chris Matlock

General Manager, Moneywise

Topics • Employment structures in dentistry- employee vs sole contractor/self employed • Case studies about the financial differences between public and private practice • All you need to know about income tax, GST and salary packaging • Understanding employment contracts and current market trends for jobs

Mr Stuart Mathieson

Financial Advisor, Moneywise

• What’s worked for past graduates heading out into the job market • 10 financial tips to kick start your financial plan • Golden rules for first time investors At the conclusion of this course, participants will be able to: • Understand how different employment structures affect you financially

Mr David Giles Senior Tax Accountant, Moneywise

• Know how tax will work for you and what to look out for in employment contracts • Practical tips on approaching the job market and current trends • Know what the foundations are for planning your financial future

Tailored for final year dental students and recent graduates but open to all members

Free dinner event Must RSVP for catering purposes

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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

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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.

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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


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