Woman giving presentation to a packed lecture hall

Wealth Creation Series

 

Strategic financial advisory firm Calnan Flack presents this series of talks, introducing participants to the idea of investment, how to do it right and reach financial goals faster.

Session 1: The Investment Game

In any game there are specific rules, however when it comes to finance, many participants do not know or understand the rules of the game.

Come along and learn the rules to the exciting "Game of Investing" from a team of industry professionals with unique approach. This session will be the first of a series and you will have the opportunity to influence the focus of future sessions.

Date: Thursday 11 April 2019
Time: 6.15 - 7.30pm (6.30pm start)
Venue: Club Room, City Club
Cost: $15 pp

Session 2: Setting the financial bar; where's yours?

Before you can undertake any investment program it is important to define just what is it that you want to achieve? An assessment of your current personal and financial position is needed along with an understanding of what strategies and paths are available to you on your wealth journey.

There will be a focus on Superannuation - what is it, why does it exist, the rules and how it is beneficial.

Date: Tuesday 30 April 2019
Time: 6.15 - 7.30pm (6.30pm start)
Venue: Club Room, City Club
Cost: $15 pp

Session 3: Buy an investment property, rent a lifestyle.

With the sustained boom in house prices the dream of home ownership has slipped out of reach for many people. But is there another way? Reinvesting - use the tax advantages of owning an investment property while renting where you want to live. Learn about this alternative to get you on the first rung of the property ladder.

Date: Thursday 9 May 2019
Time: 6.15 - 7.30pm (6.30pm start)
Venue: Club Room, City Club
Cost: $15 pp

Session 4: Looking back helps you see the way ahead

Throughout history the same drivers of the economy have created almighty booms with almighty bursts. You will learn how the lessons from studying the past can help you build your own investment strategy. You will come away with your own Investor Action Plan based on your personal goals and understanding of the boom bust cycle.

Date: Wednesday 29 May 2019
Time: 6.15 - 7.30pm (6.30pm start)
Venue: Club Room, City Club
Cost: $15 pp

Session 5: Cash, Credit and Smashed Avocados

Understanding and controlling your cashflow will have a significant influence on the attainment of your wealth goals. This session will show that it's not just about discretionary spending and your saving discipline. Asset selection and taxation structures also significantly impact your investment outcomes. We will also look at the impact of Fintech, Cryptocurrencies, driverless cars and drones are having on our economy.

Date: Thursday 13 June 2019
Time: 6.15 - 7.30pm (6.30pm start)
Venue: Club Room, City Club
Cost: $15 pp

Session 6: Fuelling your Biggest Investment

Getting started on the property ladder is an important step towards achieving your financial freedom. Understanding the process of preparing and applying for a loan can be a confusing and intimidating one. We will explore the do's, don'ts and the 6 Essential Steps to Preparing for a Mortgage.

Date: Thursday 27 June 2019
Time: 6.15 - 7.30pm (6.30pm start)
Venue: Club Room, City Club
Cost: $15 pp

For bookings, call 9944 8867 or email memberevents@racv.com.au