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  • CPD Webinar: Retirement planning, readiness and income preferences
Netwealth IQ Webinar

Retirement planning, readiness and income preferences

Join Pat Spenner, Head of Strategy at Capital Preferences

 

Overview

The best steps advisers can take to boost retirement confidence

           
A fascinating study on the retirement readiness of 4,000 Australians found that retirement income preferences do not correlate to factors you might expect – salary, super balance, age or demographics.  Not only are these preferences a matter of taste, but it’s also hard for pre-retirees to articulate what their preferences are.
         
Join this session to hear from Pat Spenner, the study’s architect and Head of Strategy at Capital Preferences, as he shares the best steps advisers can take to boost retirement confidence.
     
Register today and earn CPD points. 
Register now

Enter details to register for the CPD webinar

Wednesday, 21st August 2024 at 12 - 1pm AEST

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Speaker

Pat Spenner, Head of Marketing and Strategy at Capital Preferences

Pat heads marketing and strategy at Capital Preferences, driving go-to-market strategy, messaging and thought leadership. He was a Strategic Initiatives Leader and Managing Director at CEB, where he oversaw advice businesses serving Chief Marketing Officers and Marketing Communications executives. Prior to CEB, Patrick led a business line in Capital One’s marketing and analysis group. In that role, he managed all aspects of the marketing mix, including marketing communications, pricing, segmentation, sales strategy and distribution, and analytics.