Aged Care Gurus

Workshops


Retirement Communities - One Day Workshop

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
 Contact us for dates - e) asktheguru@agedcaregurus.com.au

 


 

Aged Care Advice - 3 Day Workshop  Register now for Sydney November 14,15 and 16

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.
 Sydney - November 14,15 and 16. register by email - asktheguru@agedcaregurus.com.au

 


 

Granny Flats and Life Interests Workshop

The idea of family looking after family is not an uncommon story, it has been happening for generations. But what can seem like a simple solution - parents living safely with children close by if help is needed emodies a range of legal and financial issues and specialist advice is needed.

What you'll learn 

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

  • Understand the different forms of granny flat arrangements
  • Identify potential legal consequences arising from the arrangement.
  • Assess the impact on the client's eligibility for pension entitlement, rent assistance and other government benefits
  • Determine the impact on the cost of aged care
  • Calculate the outcomes associated with different strategies
  • Deliver a valuable advice service to people considering establishing a granny flat arrangement


This comprehensive workshop has been accredited for CPD Points.

 Contact us for dates

 



Accommodating Retirement - Technical Workshop

Possibly the biggest decision a person faces when it comes to retirement planning is: "Where will I live?"For many retirees the answer is a retirement community, where they can enjoy the facilities (without the maintenance), socialise and have care on hand if needed. However, retirement communities come in all different shapes and sizes, from ‘retirement resorts' to ‘lifestyle villages' to ‘supported living neighbourhoods', and each has its own legal and financial arrangements.

It is no surprise the choices can seem overwhelming and specialist advice is needed to make the right decision.

What you'll learn 

The Accommodating Retirement technical workshop, presented by financialobserver and Aged Care Gurus principal Rachel Lane, will provide financial advisers with the skills and knowledge they need to:

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

This comprehensive workshop is being assessed by the Financial Planning Association for CPD points.

VIEW FULL EVENT DETAILS   |   Contact us for dates

 


 

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