Financial Preparedness Workshop for Seniors
Tue, 14 Oct
|Ashgrove
Free event to learn about how to take control of your finances with smart budgeting and by planning ahead.
Time & Location
14 Oct 2025, 10:00 am – 11:30 am
Ashgrove, 7 Firhill St, Ashgrove QLD 4060, Australia
About the event
Learn About
How to take control of your finances with smart budgeting and by planning ahead.
Audience
Seniors who would like to be on top of their financial situation
Presented by Sharni Lai
Sharni is an experienced professional with 15+ years of experience across money-related matters.
Currently working as a Financial Capability Worker in Community Services promoting financial literacy across a broad range of topics through presentations, workshops and individual assistance to a broad audience across youth, families and seniors.
Workshop Topics
Plan and Protect with SMART goals
SMART goals
Types of insurances
Maximising your budget surplus
Use a real budget
Buckets of money
An approach to budgeting
Emergency savings
Debt Prioritisation
How to prioritise
The snowball method
Superannuation
Who pays super?
Considerations
Money in
Money out
Insurance within super
Beneficiary nominations
Preparing for the next generation
Important documents
Wills
Financial wellbeing after loss (immediately after death, arranging a funeral, what can this loss mean for your finances)
Presented by:
With the support of Ashgrove Community Care and Seniors Coffee Club – Ashgrove Baptist Church.