Workshops & Webinars
Workshops
Aged Care Reforms
- Lunchtime Workshop
- Assessment
- In-person
Big changes are coming to aged care — are you ready to guide your clients?
Join Rachel Lane and Jemma Briscoe in this 2.5 hour in-person workshop as they break down the aged care reforms, crunch the numbers with real-life case studies, and share practical strategies to help you navigate the evolving aged care landscape.
Includes a light lunch.
ACCREDITED
Residential Aged Care
- 2 Day Workshop
- 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.
ACCREDITED
Granny Flats & Home Care
- 1 day Workshop
- Assessment
- Virtual Course
This workshop covers key aspects of granny flats and home care, focusing on legal, financial, and Centrelink implications.
Granny Flats – Understand different arrangements, pension impacts, rent assistance, and care costs. Case studies will highlight strategies advisers can use to support clients.
Home Care – Learn about available services, fees, and means-testing, with interactive case studies to explore funding options and financial considerations.
Financial advisers will gain practical strategies to help clients make informed housing and care decisions for later life.
ACCREDITED
Retirement Communities
- 1 Day Workshop
- 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.
ACCREDITED
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.
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)
Elder Financial Abuse — Growing Concern for All financial advisers
- Online Webinar
- 1hr
-
3 Jul @ 1pm
(Sydney time)
*You will be taken to the CCH Wolters Kluwer website to register
Downsize or “Right Size” — Aging clients and the value of Advice
- Online Webinar
- 1hr
-
25 Mar @ 1pm
(Sydney time)
*You will be taken to the CCH Wolters Kluwer website to register
What are your burning questions about clients entering Aged Care – Q&A Session
- Online Webinar
- 1hr
-
20 Feb @ 1pm
(Sydney time)
*You will be taken to the CCH Wolters Kluwer website to register
