Help with planning ahead
Make any possible transition to aged care smoother by knowing more about the financial, medical and legal issues you may face and how to help avoid making mistakes regarding assets, such as the family home.
| Date: Thursday, 18th November |  |
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| Time: 12.00pm - 1.00pm AEDT |
Points covered:
- The importance of being prepared and planning early
- Understanding the choices for structuring finances, assessing assets and estate planning
- How to develop a clear roadmap to give loved ones peace of mind
What are your loved ones' expectations of lifestyle and funding as their aged care needs increase?
It may seem an easy choice to sell the house and other assets to help with cashflow, but are there financial consequences to be aware of? How do you establish a financial roadmap, and who will be taking on the responsibility for future financial, lifestyle, and medical decisions for loved ones? This webinar is about supporting loved ones to live securely, safely, comfortably and with dignity.
Join Simone and Chris as they discuss their experiences of assuming responsibility for a loved one who has reached critical life milestones. Drew Potts; an aged care specialist and financial adviser, will also provide his insights from over 20 years experience helping people navigate the complex world of aged care: websites, Centrelink assets, decisions making.
Don't miss this session if you'd like to make informed decisions with confidence when it comes to understanding and accessing the aged care system.
Speakers
Drew Potts - Authorised Representative of Consultum, CFP
He has been in the financial planning industry since 1986, with experience in all aspects of Financial Planning. Drew has predominantly specialised in Retirement Planning and Aged Care advice.
Simone Dudij - Superannuation Consultant, MLC
She has obtained extensive experience over 18years working with a number of major financial corporations. She has completed a Diploma of Financial Services (Financial Planning) and Certificate IV in Superannuation (ASFA 100).
Chris Odgers - Superannuation Consultant, MLC
He has over 20years of experience in fianncial services through a variety of roles involving financial planning, business development and superannuation. In his role with MLC, Chris is passionate about assisting members to better engage with their super.
