Future Planning: Protecting What Matters Most
Join us for an informative and empowering seminar designed to help individuals and families prepare for the future with confidence and clarity.
This free community workshop covers the essentials of Estate Planning, Transitional Wealth Planning, and how to get your adult children inheritance-ready.
Whether you're planning ahead for your own peace of mind or want to ensure your loved ones are supported and informed, this session will guide you through the key considerations:
- Understanding wills, powers of attorney, and advanced care directives
- Planning the smooth transfer of wealth across generations
- Reducing the risk of family conflict
- Helping your adult children prepare emotionally and financially for inheritance
- Coordinating legal, financial, and aged care decisions to protect your legacy
Led by experienced professionals in financial and estate planning, this seminar is ideal for older adults, adult children supporting ageing parents, and anyone wanting to make thoughtful decisions about the future.
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About the tutor
Karen Vickers
Having been in the Financial Services Industry for more than 30 years, Karen has provided advice to many clients ranging from wealth creators to retirees and downsizers.As her clients have matured Karen has seen firsthand the confusion and the emotion faced by many of her clients as they face the prospect of admitting their parents into Residential Aged Care because they can no longer live alone.From RADs and DAPs, Basic Daily Fees and Means Tested Care Fees, along with understanding and dealing with Centrelink and My Aged Care, Karen works with families to uncover the myths of Residential Aged Care while supporting families to make the hard decisions for their parents both financially, to minimise their cost of care and maximise their assets, and emotionally, so that they can spend the time with their parents creating lasting memories.
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