21 Aug Are you losing interest?
With bank rates at an all-time low, what are your alternatives to generate income?
Reuben Zelwer CFP® is a Financial Planner with more than 15 years’ experience in helping clients establish and manage portfolios which meet their dual objectives of providing income and long term capital growth.
Our interactive session will answer some of the vexing questions facing investors today and provide insight into how you can do manage your portfolio to generate the income you need.
The presentation will run from 5.00pm to 6.30pm with refreshments provided for all guests.
All guests will be offered a FREE Losing Interest booklet with valuable information and insights from the session. We will also be sending attendees a copy of our eBook, the Five Steps to Financial Wellbeing.
FAQs
Is my registration/ticket transferrable?
We can transfer your ticket upon request. Please email us at admin@adaptwealth.com.au
Do I have to bring my printed ticket to the event?
We will need to see your ticket on the day. We will accept paper tickets and via mobile phones.
What is the refund policy?
Tickets are strictly non-refundable.
The name on the registration/ticket doesn’t match the attendee. Is that okay?
The name on the ticket needs to match the attendee.
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About Reuben Zelwer
Reuben Zelwer established Adapt Wealth Management in 2011 to help time poor clients achieve financial freedom. For over 15 years, Reuben has helped professionals, executives, business owner and those approaching retirement make the most of their circumstances by making good financial decisions. Reuben’s professional practice is complemented by substantial voluntary work, which has included setting up financial literacy and savings programs in the local community. |