Participants may be able to apply 1 hour towards meeting their annual continuing professional development obligations. It is the individual's obligation to determine relevance of CPD to their license conditions.
Frailty and aged care are advice issues that can no longer be ignored. In this workshop explore how getting your head out of the sand and taking a look at aged care advice solutions can add deeper value to clients and help build your business. Using a case study you will learn:
Why frailty and aged care is more than an emerging issue
What aged care advice looks like
How to develop advice solutions
Steps for setting up your business model to be aged care ready
Identify the importance of aged care advice
Understand how aged care advice maps into the FASEA code of ethics
Explain the fee structure for residential aged care
Apply strategies to solve cash flow issues for clients with care needs
Speaker - Louise Biti MTax, BEc, BA(AS), Dip FP, CFP, SSA, CTA Co-founder and Director of Aged Care Steps
Louise is a co-founder and Director of Aged Care Steps, the leading business supporting professionals to implement advice solutions into their advice businesses in the areas of aged care and other related matters. Louise is one of the pre-eminent experts in aged care, with over 20 years’ experience in aged care advice. She is the author of Don’t Panic: age the way you want where you want. Louise is often quoted in media, is a regular speaker at conferences and has been a director on two industry body boards and is a current member of the Aged Care Financing Authority which is a government statutory committee providing advice to the Minister on the funding and viability of aged care sector. Her experience is matched with strong educational qualifications with professional designations of a SMSF Specialist AdviserTM, a Certified Financial Planner™, a Chartered Tax Adviser and a registered tax (financial) adviser.
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