Workshops
Residential Aged Care
- 2 Day Workshop
- 3.5 Hour Assessment
- Virtual Course
This comprehensive 2 day workshop will see you develop a thorough understanding of residential aged care through case based facilitator lead examples, individual calculations and group discussions.
Retirement Communities
- 5 Hour Workshop
- 1.5 Hour Assessment
- Virtual Course
This facilitator lead, case study based workshop examines the varying rules and regulations of retirement communities, the legal considerations and the financial impacts including pension entitlements and rent assistance as well as the cost and ability to access care now and in the future.
Granny Flats
- 5 Hour Workshop
- 1.5 Hour Assessment
- Virtual Course
This comprehensive workshop examines the different forms of granny flat arrangements, legal considerations, financial impacts including pension entitlements, cost of care, rent assistance and other benefits and uses case studies to examine strategies financial advisers can consider.
Home Care
- 3.5 Hour Workshop
- 45 Min Assessment
- Virtual Course
This workshop examines the different care services available to people outside residential aged care, together with the different fees and charges and means testing arrangements applicable to the various programs. This is a case study based, interactive workshop for people wanting to understand the options and financial arrangements for accessing Home Care.
Admin & Client Support: Introduction to Age Pension & Aged Care
- 4 Hour Workshop
- Virtual Course
This course is designed to educate administrators and customer service officers working with financial planners or aged care professionals. This is a foundation course designed to arm support staff with an appropriate level of knowledge and understanding about social security payments and aged care means assessment. Please note this is not as comprehensive or detailed as those workshops that are a part of the Retirement Living and Aged Care Specialist Designation.
stand out from the crowd
The Retirement Living and Aged Care Specialist designation recognises advisers who have the skills, knowledge and tools to deliver quality advice on retirement living and aged care.
Workshops Calendar
Webinars
More Webinars Coming Soon — watch this space!
Couples, Care and considerations - Understanding Aged Care
- Online Webinar
- 1hr
-
6 Mar @ 10.30am
(Sydney time)
*You will be taken to the CCH Wolters Kluwer website to register
ACG Advice Builder™ — Part 1 — Building a valuable Aged Care solution
- Online Webinar
- 30mins
-
6 Mar @ 12.00pm
(Sydney time)
ACG Advice Builder™ — Part 2 — Downsizing and Aged Care advice
- Online Webinar
- 30mins
-
12 Mar @ 12.00pm
(Sydney time)
Understanding the downsizing decisions your older clients need to make
- Online Webinar
- 1hr
-
30 Apr @ 10.30am
(Sydney time)
*You will be taken to the CCH Wolters Kluwer website to register
The role of the financial adviser and the rising concerns of elder abuse
- Online Webinar
- 1hr
-
14 May @ 1pm
(Sydney time)
*You will be taken to the CCH Wolters Kluwer website to register
High net worth individuals and access to aged care
- Online Webinar
- 1hr
-
5 Jun @ 1pm
(Sydney time)
*You will be taken to the CCH Wolters Kluwer website to register
Understanding the cost of Aged Care for the financial disadvantaged
- Online Webinar
- 1hr
-
24 Oct @ 10.30am
(Sydney time)
*You will be taken to the CCH Wolters Kluwer website to register
Social security basics – Introduction to age pension and aged care
- Online Webinar
- 1hr
-
1 Aug @ 10.30am
(Sydney time)
*You will be taken to the CCH Wolters Kluwer website to register
ACG Advice Builder™ — Downsizing, Retirement Villages & delivering great advice
- Online Webinar
- 45mins
-
13 Jun @ 12.00pm
(Sydney time)
Advance technical webinar on accessing aged care in the community and residential aged care
- Online Webinar
- 1hr
-
27 Jun @ 1pm
(Sydney time)
*You will be taken to the CCH Wolters Kluwer website to register
Couples – Aged Care, Pension and costs. What you need to know when advising clients
- Online Webinar
- 1hr
-
21 Nov @ 10.30am
(Sydney time)
*You will be taken to the CCH Wolters Kluwer website to register
Preparing my business for the Aged Care season – tips and traps to building a valuable advice business
- Online Webinar
- 1hr
-
4 Dec @ 10.30am
(Sydney time)
*You will be taken to the CCH Wolters Kluwer website to register