Understanding Retirement Communities
Overview
There is growing choice and financial complexities regarding Retirement Communities.
Deliver quality advice to your clients who are moving into a Retirement Community.
Some of your clients may consider moving into a Retirement Community, this webinar will outline the key financial impacts to them.
We will also discuss the growing trend of alternative payment options offered by a growing number of retirement village operators and how the payment options produce varying financial outcomes.
This webinar will arm you with the knowledge to deliver quality advice for your clients.
Learning Outcomes:
Understand the costs associated with moving in, living in and leaving a Retirement Community. In addition, you will learn the following:
- Different types of Retirement Communities.
- Be able to identify and discuss a variety of contracts currently being offered and the impact to Centrelink eligibility.
- Acquire the knowledge to assist and guide clients through a variety of payment options.
- Provide holistic financial advice on matters relating to Retirement living and residential aged care.
Suited to:
Industry professionals, Financial planners, Para planners, Accountants, and Lawyers.
This On Demand includes:
- a recording of the webinar Event which can be viewed multiple times
- a PDF of the presenter’s PowerPoint
- a verbatim Transcript
- any supporting documentation
- a CPD Certificate after successful completion of the Knowledge Quiz
Course syllabus
3 lessons
- Video – Understanding Retirement CommunitiesVideo
- FeedbackSurvey
- Knowledge QuizTest
Your presenter
Jemma Briscoe,Aged Care Gurus
Jemma Briscoe, Head of Research and Technical Advice, Aged Care Gurus.
Jemma is responsible for developing and delivering the content for a variety of accredited retirement communities and residential aged care workshops to Financial Planners, Lawyers and Accountants. Jemma also conducts ongoing research into this industry and provides technical support and assistance to the national network of Aged Care Guru Advisers.
Jemma is a lecturer and tutor at the University of Technology, Sydney (UTS) Jemma delivers subjects such as Equity Valuation and Corporate Finance. Jemma has provided consulting advice in course and content development to several Universities and has a background in equities research, consulting and Chartered accounting. Jemma holds a Masters of Applied Finance, B. Business and is a CPA.