Key Wealth Building Strategies: A Seminar on Securing your Retirement!

Wednesday 24 August 2022

We’re very excited for our first financial planning seminar since the launch of Aintree Group Wealth.

James Stephen will share key wealth building strategies for business owners and professionals. Learn more about investing, protecting your income, and ensuring you get the most out of the retirement that you’ve worked so hard for!

Shane McKenna will cover tax strategies to complement these key pillars of wealth management.

This seminar is free to attend, but registrations are essential! Book your spot below.

Lunch will be provided for those who attend in person at our Camberwell office, and there will be an opportunity for a Q&A with James and Shane. If you’re unable to attend in person, there is the option to tune in online.

Speakers: James Stephen & Shane McKenna

Date: Wednesday 24 August 2022

Time: 12:00pm – 2:00pm (lunch provided for in-person attendees)

Attend: In person or online

Location: Level 1 273 Camberwell Road CAMBERWELL VIC 3124

Register to attend:

About the Speakers:

James Stephen - Aintree Group Wealth

James Stephen, B.Com, CFP

James is the Director of Aintree Group Wealth, and an astute financial planner with nearly 20 years experience working in the financial advice industry.

He specialises in working with entrepreneurs and small business owners and advising them exactly the way he would want to be advised himself – focusing on the growth and protection of their business and personal wealth.

Shane McKenna - Aintree Group

Shane McKenna, CA

Shane McKenna is a Chartered Accountant and the Managing Director of Aintree Group. He is one of the best in the business, his clients would agree, there are very few people in the industry with the level of expertise, knowledge, practicality and connections that he has.

He is passionate about finding ways to help clients minimise tax and maximise profit, and giving business owners the tools they need to grow.

To see our other upcoming events, click here. To watch our seminar and webinar recordings, please click here.