Smart Money Decisions in Retirement

Join local financial and property specialists for an informative afternoon focused on helping retirees and seniors make confident, well-informed decisions.

Topics include reverse mortgages, investment options, succession and estate planning, and real estate services. Our speakers will explain what you need to know in clear, practical language so you can better understand your choices and plan your next steps.

Whether you are reviewing your current position, exploring ways to access equity, or thinking about the future transfer of assets, this seminar is designed to provide trusted guidance in a supportive environment.

There will be an opportunity to ask questions and connect with the experts following the presentations.

Speakers are:

• Reverse Mortgages for over 60s - Heartland Bank, Tony King

• David Copson - Booster Investment Management, Investment Services for Seniors 

• Succession and Estate Planning - Lisa Beck, Kapiti Law

• Real Estate Services for Seniors - George Love and Megan Howell-Love, Harcourts