Noel Whittaker - Making Retirement and Estate Planning Simple

Making Retirement and Estate Planning Simple

Join bestselling author and financial expert Noel Whittaker for a practical and engaging session designed especially for retirees and those planning ahead.

Drawing on the key lessons from his bestselling books Retirement Made Simple and Wills, Death & Taxes Made Simple, Noel will break down some of the most important — and often misunderstood — aspects of financial planning later in life.

Topics will include:
• How much money you really need for a comfortable retirement
• Where to invest your money as you move through retirement
• How franked dividends work — and how to use them to your advantage
• Gifting strategies and how they affect Centrelink and estate planning
• What you need to know about wills, powers of attorney, and superannuation death benefits

This session is designed to be straightforward, free of jargon, and packed with tips you can use straight away.

The presentation will run for around 45 minutes, followed by 15 minutes of open Q&A — so bring your questions!

Whether you're already retired, supporting elderly parents, or simply wanting to get your affairs in order, this is a rare opportunity to hear directly from one of Australia's most trusted voices in personal finance.