All your retirement living questions answered
March 16 @ 11:00 am - 12:00 pm
Australia’s aging population means more people are over 65 that ever before. Where will they all live? Stay in their own home, downsize to something smaller or move into a retirement community.
With an increasing focus on retirement community living, we’ve gathered a group of financial, aged care and retirement community experts to answer all your questions:
– Retirement living vs aged care – what are the differences (funding, financials and customers)
– What are the costs? – ingoing, ongoing and outgoing
– Pension implications for your clients
– Overview of Retirement Village structure and regulation
– Benefits of investing in a lifestyle
– Costs and exit implications – future planning for your clients
Your webinar takeaway: All webinar attendees will receive a toolkit of practical exercises and support collateral that can be used with clients to facilitate retirement planning conversations.
Join us for this important webinar facilitated by:
Rachel Lane, Principal, Aged Care Gurus
Rachel has over 20 years’ experience in the financial services sector, specialising in retirement and aged care for more than a decade. Currently the Principal of Aged Care Gurus, Rachel oversees a national network of advisers dedicated to providing quality advice on retirement living and aged care. Rachel writes a regular column for Sydney Morning Herald, The Age and Brisbane Times newspapers, and has co-authored a number of books, including the best seller “Aged Care Who Cares?” and ‘Downsizing Made Simple” with Noel Whittaker. She also holds a Masters in Financial Planning.
Danielle Lim, Principal, DSL Law
Danielle is a highly experienced lawyer and the principal of DSL Law, a boutique law firm based in Queensland’s Gold Coast. Specialising in dispute resolution, Danielle and her firm have built a reputation in providing expert retirement living advice to operators and residents. Danielle is a regular speaker at industry and resident events, has consulted and advised on legislative changes, and is a current member of the Property Council’s Retirement Living Committee and the UDIA’s Seniors Living Committee. She also holds a Bachelor of Business and a Bachelor of Laws with first class honours.
Marilyn Graham, Aveo Retirement Living – Group Sales Manager
Marilyn is an experienced professional with over twenty years’ experience in real estate and property development. Marilyn has worked with some of Brisbane’s largest property developers, assisting them with marketing and sales strategies to sell off the plan residential apartments. Her experience in property development has proved invaluable to her current role as Group Sales Manager, where she manages sales activity across some of the Aveo Group’s largest communities, with a portfolio value of approximately $180M. Marilyn holds a Bachelor of Arts and is a Licensed Real Estate Agent.
AVEO: By registering for this webinar presented by AVEO you will be subscribed to AVEO marketing communications. Please note you may opt-out of these communications at any time in the future. For any questions, please contact [email protected]
To obtain CPD for AFA Webinars you must watch the full webinar presentation. Your CPD certificate will be emailed you within one week of the webinar being held. Please get in touch at [email protected] should you have any questions about CPD for this webinar.
Up to 1hr CPD available .
Date: Tue 16 March
ime: 11:00am to 12:00pm