The Financial Planning Association of Australia The Financial Planning Association of Australia

Sydney Chapter Aged Care & Estate Planning Breakfast


Thursday 25 August, 7:30am -10:30am

The Sydney Chapter Committee will be hosting a Masterclass session on Aged Care and Estate Planning on Thursday, 25 August at The Sydney Grace Hotel as breakfast seminar. 

This MasterClass brings advice on Aged Care and Estate Planning to life with three experts taking you through a practical approach, showing how to have relevant conversations with clients. In a time when your businesses are under increasing pressure from all directions – legislative, markets, credibility and technological disruption – it is increasingly important to focus on business solutions that create deeper relationships with clients. 

See and hear how to build profitable businesses with client propositions for aged care and estate planning.  Using a case study, this session will walk you through the issues and how to have conversations as follows:

About time, rather than Money, David Williams – My Longevity
David started My Longevity in 2007 to develop a better way of providing reliable longevity information. He has developed the free and sponsor-free website at www.mylongevity.com.au, which has provided more than 110,000 longevity analyses and other longevity guidance. He also writes and presents on personal and community longevity issues.  

How to access and fund care options, Louise Biti – Aged Care Steps
Louise is the co-founder of Strategy Steps and Aged Care Steps, helping advisers to develop aged care advice solutions through a range of practical tools. She has forged a reputation as one of the pre-eminent experts with over 18 years ’experience in aged care advice. Louise is often quoted in media, is a regular speaker at conferences and has been a director on the boards of two industry bodies  

That focus on capturing information that matters to develop a crisis management plan, Gill Gordon – RI Lower Hunter
Gill is a multi-award winning Certified Financial Planner and speaker. He is the Managing Director and Senior Partner in RI Lower Hunter and co-founded Systems For Professionals, a business providing software, training and speaking services to the professional advice industries. Gil is known as a thought leader and innovative thinker and he designed the Estate Planning For Life software which is recognised as the most advanced Estate Planning software system available in the Australian professional market today. A passionate believer in estate planning, cash flow management and fee for service advice, Gil is regularly called upon to speak publicly and professionally about how to build and then protect family wealth.

Seats are limited so book early to avoid disappointment!  We hope to see you there!

Cost: FPA Member: $50,  Non-Member: $60
RSVP: Monday 8 August 2016


Chapter: NSW -Sydney
Venue: The Grace Hotel
Address: 77 York St, Sydney NSW 2000
Cost:

Sydney Chapter Aged Care Masterclass Breakfast: Member = $50.00, Non-Member = $60.00

Contact: [email protected]