Planning for the future. Patrick Rowan & Associates along with Coulter Roache, Kings Funerals and Apt Wealth Partners invites you to attend a complimentary information session.

Wills & Estate Planning, presented by Kevin Roach & Bronwen Charleson, Coulter Roache

Pre-paid Funeral Plans and Funeral Bonds, presented by Michael King, Kings Funerals

Centrelink Entitlements update and recent budget changes, presented by David Maddock Apt Wealth Partners and Patrick Rowan & Luke Szczepanik, Patrick Rowan & Associates

Important changes are happening in the areas of retirement planning and superannuation.

Maximise  your Centrelink eligibiity and entitlement to Concession Cards. Downsizing the family home and contributing to superannuation.

Be informed and put strategies in place to plan your future.

Date:  Thursday 25th May, 2017

Time: 10.30 – 11.30 am

Venue:  Pioneer Room, St Mary’s Parish Office

150 Yarra Street, Geelong

Tea & Coffee will be served.

Please RSVP to sduffy@coulterroache.com.au or Tel: 5273 5276