Mid-Aged Retirement Strategies: 1-Day Skill Session | Canberra

Mid-Aged Retirement Strategies: 1-Day Skill Session | Canberra

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Overview

Planning for retirement? Learn to build wealth, cut taxes, and protect your future with tools designed for mid-aged professionals.

Bring your team and save:

1. Groups of three or more receive a 10% discount

2. Organizations hosting an in-house session with 10+ participants enjoy a 15% discount.

For more information on venue address, reach out to "eventbrite@mgaussie.com"

Duration: 1 Full Day (8 Hours)
Delivery Mode: Classroom (In-Person)
Language: English
Credits: 8 PDUs / Training Hours
Certification: Course Completion Certificate
Refreshments: Lunch, Snacks and beverages will be provided during the session

Course Overview:

The Retirement Plans for Mid-Aged course is designed to help you strategically plan your financial future and lifestyle stability post-retirement. Learn how to assess retirement goals, build a diversified portfolio, manage risks, and ensure a sustainable income for years to come. This program empowers you to take control of your retirement planning through evidence-based financial strategies and practical tools.

Learning Objectives:

By the end of this course, you will:

  • Calculate your retirement income needs based on lifestyle goals
  • Evaluate a range of retirement investment instruments
  • Apply tax-efficient strategies to maximize retirement savings
  • Design a sustainable budget and income stream post-retirement
  • Manage inflation, risk, and longevity with practical tools
  • Create an actionable personalized retirement plan

Target Audience:

Mid-career professionals, managers, and self-employed individuals.

Why is it the Right Fit for You?

If you’re in the middle of your career and looking to secure your financial future, this course gives you the clarity and confidence you need. We combine financial expertise with actionable tools and real-world insights, helping you build a resilient and flexible retirement strategy. You’ll walk away with a customized plan that aligns your finances with your post-career dreams. Whether you’re aiming for a peaceful retirement, continued income, or legacy planning, this course puts you in control.

©2026 MG Aussie Events. This content is protected by copyright law. Copy or Reproduction without permission is prohibited.

Planning for retirement? Learn to build wealth, cut taxes, and protect your future with tools designed for mid-aged professionals.

Bring your team and save:

1. Groups of three or more receive a 10% discount

2. Organizations hosting an in-house session with 10+ participants enjoy a 15% discount.

For more information on venue address, reach out to "eventbrite@mgaussie.com"

Duration: 1 Full Day (8 Hours)
Delivery Mode: Classroom (In-Person)
Language: English
Credits: 8 PDUs / Training Hours
Certification: Course Completion Certificate
Refreshments: Lunch, Snacks and beverages will be provided during the session

Course Overview:

The Retirement Plans for Mid-Aged course is designed to help you strategically plan your financial future and lifestyle stability post-retirement. Learn how to assess retirement goals, build a diversified portfolio, manage risks, and ensure a sustainable income for years to come. This program empowers you to take control of your retirement planning through evidence-based financial strategies and practical tools.

Learning Objectives:

By the end of this course, you will:

  • Calculate your retirement income needs based on lifestyle goals
  • Evaluate a range of retirement investment instruments
  • Apply tax-efficient strategies to maximize retirement savings
  • Design a sustainable budget and income stream post-retirement
  • Manage inflation, risk, and longevity with practical tools
  • Create an actionable personalized retirement plan

Target Audience:

Mid-career professionals, managers, and self-employed individuals.

Why is it the Right Fit for You?

If you’re in the middle of your career and looking to secure your financial future, this course gives you the clarity and confidence you need. We combine financial expertise with actionable tools and real-world insights, helping you build a resilient and flexible retirement strategy. You’ll walk away with a customized plan that aligns your finances with your post-career dreams. Whether you’re aiming for a peaceful retirement, continued income, or legacy planning, this course puts you in control.

©2026 MG Aussie Events. This content is protected by copyright law. Copy or Reproduction without permission is prohibited.

Does your organization want to support its employees in securing their financial future?

We offer customized in-house retirement planning training to help your team build smarter financial habits and long-term stability. Want to add value to your employee benefits program? Let us tailor a practical retirement-focused financial literacy workshop for your workforce.

📧 Contact us today to schedule a customized in-house, face-to-face session:

eventbrite@mgaussie.com

Good to know

Highlights

  • 8 hours
  • ages 18+
  • In person
  • Paid parking

Refund Policy

Refunds up to 7 days before event

Location

Regus - Canberra, Gateway Business Center

CANBERRA, Canberra Airport Level 4, Plaza Offices

Ph No: 61(0) 2 80155605 Canberra, ACT 2609

How do you want to get there?

Map

Agenda

Module 1: Introduction to Retirement Planning

• Importance of proactive financial planning • Calculating retirement income needs • Common retirement planning pitfalls • Activity

Module 2: Assessing Your Retirement Needs

• Lifestyle and expense forecasting • Retirement goal mapping • Determining income gaps and funding needs • Case Study

Module 3: Investment Options for Retirement

• Stocks, mutual funds, bonds, and index funds • Real estate and passive income streams • Diversification strategies • Activity

Frequently asked questions
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