Financial literacy project

Own your financial future: managing finances for the over 55s

Australian Shareholders’ Association (ASA) will be running a project funded by an ECSTRA grant to assist women 55+ to build confidence to participate in financial decision-making.

The goal of our financial literacy project, Own Your Financial Future, is to empower older women with an understanding of basic financial concepts (understanding your financial position). Another objective is to give older women the confidence to have conversations with their partners, children and financial advisers about how the finances are structured, including superannuation.

We completed the pilot project in Victoria in September 2018. Free for women over 55, we have workshops scheduled around Australia with confirmed locations listed below.

The workshops will help you:

  • cut through finance and investing jargon
  • understand a financial plan
  • clarify options for managing your super
  • help you discuss your financial goals
  • check that your estate is in order
  • learn how to source and engage with a professional adviser
  • develop confidence to talk to the financial professionals and family

These workshops are geared towards women who have never been involved in managing their finances or investments.

If you have never attended an education event about managing finances or investments, or do not know where the funding for your retirement comes from, you will benefit from these workshops.

March 2019

All workshops are free for attendees. Click on the city of your choice to register.

 Date

 City

 Time

 Venue 

Tue 19 March Melbourne, VIC  9.00am - 12.30pm  ibis Melbourne
Wed 20 March Melbourne, VIC  9.00am - 12.30pm  ibis Melbourne
Mon 25 March Brisbane, QLD  9.00am - 12.30pm  Asset Aviation International Pty Ltd
Tue 26 March Brisbane, QLD  9.00am - 12.30pm  Asset Aviation International Pty Ltd
Wed 27 March Toowoomba, QLD  9.00am - 12.30pm  City Golf Club
Thu 28 March Sunshine Coast, QLD  9.00am - 12.30pm  Buderim Tavern


April 2019

Date

City

Time

Venue 

 Mon 8 April Canberra, ACT  1.30pm - 5.00pm  Adina Serviced Apartments Kingston
 Tue 9 April Batemans Bay, NSW  9.00am - 12.30pm  Batemans Bay Link Community Rooms
 Wed 10 April Canberra, ACT  9.00am - 12.30pm   Adina Serviced Apartments Kingston
 Thu 11 April Wagga Wagga, NSW cancelled  9.00am - 12.30pm   Wagga RSL
 Mon 15 April Hobart, TAS  9.00am - 12.30pm   Hadley's Hotel
 Mon 15 April Hobart, TAS  cancelled  1.30pm - 5.00pm  Hadley's Hotel
 Tue 16 April Launceston, TAS   9.00am  - 12.30pm  Best Western Launceston
 

June 2019 

Date

City

Time

Venue 

 Tue 4 June Perth, WA  1.30pm - 5.00pm  ibis Perth
 Wed 5 June Perth, WA  9.00am - 12.30pm  ibis Perth
 Thu 6 June Perth, WA  9.00am - 12.30pm   ibis Perth

 

August 2019

Date

City

Time

Venue 

 Mon 12 August  Gold Coast, QLD  9.30am - 1.00pm Helensvale Library & Cultural Centre
 Tue 13 August  Gold Coast, QLD  9.00am - 12.30pm Quality Hotel Mermaid Waters


September 2019 

 Date

 City

 Time

 Venue 

Mon 2 Sep Sydney, NSW  AT CAPACITY  1.30pm - 5.00pm  Castlereagh Boutique Hotel
Tue 3 Sep Wollongong, NSW  1.30pm - 5.00pm  City Diggers Club
Wed 4 Sep Sydney, NSW  AT CAPACITY  9.00am - 12.30pm  Castlereagh Boutique Hotel
Thu 5 Sep Sydney, NSW  AT CAPACITY  9.00am - 12.30pm  Castlereagh Boutique Hotel
Fri 6 Sep Newcastle, NSW  9.00am - 12.30pm Mint Business Centre


Download flyer for September workshops

October 2019 

 Date

 City

 Time

 Venue 

Mon 14 Oct Mt Gambier, SA  9.00am - 12.30pm  Best Western Southgate Motel
Tue 15 Oct Adelaide, SA  9.00am - 12.30pm  Arkaba Hotel
Wed 16 Oct Adelaide, SA  9.00am - 12.30pm  Arkaba Hotel 
Thu 17 Oct Adelaide, SA  Cancelled  9.00am - 12.30pm  Arkaba Hotel
Mon 28 Oct Sydney, NSW  9.00am - 12.30pm  Castlereagh Boutique Hotel
Tue 29 Oct Bathurst, NSW  9.00am - 12.30pm  Rydges Mount Panorama Bathurst
 Wed 30 Oct Dubbo, NSW  9.00am - 12.30pm  Dubbo RSL Club Events Centre
 Thu 31 Oct Katoomba, NSW  9.00am - 12.30pm  The Carrington Hotel

Download flyer for SA workshops

November 2019 

 Date

 City

 Time

 Venue 

Fri 1 Nov Sydney, NSW  9.00am - 12.30pm  Castlereagh Boutique Hotel
Mon 11 Nov Tweed Heads, NSW  9.00am - 12.30pm  Bayswater Tweed
Tue 12 Nov Ballina, NSW  9.00am - 12.30pm  venue TBA
Wed 13 Nov Coffs Harbour, NSW  9.00am - 12.30pm  venue TBA
Thu 14 Nov Armidale, NSW  9.00am - 12.30pm  venue TBA
Fri 15 Nov Tamworth, NSW  9.00am - 12.30pm  venue TBA