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Queer Social St Kilda – Money Management We Wished We Learnt At School with Scott

September 14, 2023 @ 6:30 pm - 8:30 pm

$5

Organizer

Laneway Learning
Phone
0423668351
Email
melbourne@lanewaylearning.com
View Organizer Website

Other

Accessibility
Wheelchair AccessibleWheelchair accessible
Event is delivered in these Languages
English

Community & culture

Get ready to learn all about the money stuff you wished they taught you at school!

Do you sometimes find Tax, Superannuation and managing your cash super confusing? I do!

Well, Financial Planner Scott, is going to break it all down for us.

He is going to fill us in on money management strategies – whether you have steady income or money coming in at different intervals.

This event will be half social chats with a bunch of like minded queer people and half fun, educational and interactive workshop.

All workshops are taught by queers, for queers.

What will we cover?
In this workshop we will:

Unpack the common terminology around superannuation, tax and money management
Explore a list of key things to check about the fund (or funds) you are with
Learn some tips that can improve your superannuation savings.
Demystify the investment options and insurance benefits which are a part of your account
Get the jargon free approach to understanding what superannuation is all about

Who will be Facilitating?
Scott (he/him) has been in the financial services industry since 2000. Prior to starting Money Mechanics, he was a senior financial planner for another national firm. Scott is an Authorised Representative (ASIC No. 262368) of Infocus Securities Australia AFSL and Australian Credit Licence No. 236523 which is a non-bank and institutionally aligned licensee and has been awarded the internationally recognised Certified Financial Planner® (CFP) certification.

Scott is passionate about financial literacy and education. He has been teaching Financial Planning and Money topics since 2007. Scott is a true believer in ‘practising what you preach’, which includes carefully managing his finances and also enjoying a work/life balance.