Retirement Communities

One Day Workshop

workshops

Retirees face a range of options when it comes to moving to a retirement community. From “Retirement Resorts” to “Lifestyle Villages” and “Supported Living Neighbourhoods”, each with its own legal and financial arrangements. It is no surprise that the choices can seem overwhelming – and specialist advice is needed.

This comprehensive workshop has been accredited by the FPA for CPD Points.

What you’ll learn:

This one day workshop provides financial advisers with the skills and knowledge they need to:

  • Identify the different types of ownership models
  • Determine the costs associated with a retirement community
  • Assess the impact on the client’s eligibility for pension entitlement, rent assistance and other government benefits
  • Calculate the outcomes associated with different strategies
  • Deliver a valuable advice service to people living in or considering moving to a retirement community

Aged Care Advice

3 Day Workshop

workshops

1/3 of men and 1/2 of all women who reach age 65 will need permanent residential care at some time. The decisions they face in how to fund their care are complex and have wide ranging implications including their pension entitlement, the ability to gain access to care, tax, estate planning and the cost of care itself. Specialist advice is needed.

The Aged Care Gurus 3 Day Workshop provides financial advisers with the technical skills, knowledge and practical application necessary to offer a valuable advice service to residents and their families. This workshop combines technical information, assistance with business and marketing planning and practical case study based learning to ensure participants can make aged care advice part of their core service.

What you’ll learn:

This three day interactive workshop provides financial advisers with the skills and knowledge they need to:

  • Understand the Aged Care Industry
  • Identify business and marketing opportunities
  • Develop valuable financial advice strategies
  • Calculate the cost of aged care under different scenarios

This comprehensive workshop has been accredited by the FPA for CPD Points.