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  • Financial Fundamentals for Aged Care
Term 1 Start Date:  20 Feb Course Length: 1 weeks (1.5 hours) 
Term 2 Start Date:  No
Term 3 Start Date:  No
Term 4 Start Date:  30-Oct
Course Time: Monday 6.30 - 8.00pm
Teacher: Lisa Weissel
Minimum Student:

 

Course Description 

 

The financial face of Aged Care has changed a lot in the last three years and many older Australians are still left wondering exactly how it all applies to them.

 

Whether you have already entered a Residential Aged Care Facility, have a family member who has or are considering doing so, this short course can provide you with answers.  We will go through what questions to ask and what you need to know about your chosen path, or even how to get started when considering the options of staying at home, building a granny flat with the kids, or moving to full care.

 

It will help you understand where to get the information you need and which professionals to call on when you need some extra help.  It is all about “lifestyle” and helping you and your family to make your own informed choices.  We will cover off on the benefits of keeping or selling the family home, the difference between bonds and RAD’s, the difference between DAP’s and DAC’s and yes, we will supply a Glossary of Terms.

 

We will also look at the importance of cash-flow, investments and superannuation, insurances as an elder (what is important and why) as well as Estate Planning and when you should seek professional advice to get the best results.

 

This course will arm you with the confidence to manage your own transition to Aged Care and show you where to find more information and assistance, when you need it.  An interactive course, Lisa is happy to answer questions across a broad range of issues and assist you in understanding how the different financial aspects can impact on your life and livelihood in this later stage of life.

 

Lisa Weissel is a Certified Financial Planner and Practice Principal of Evergreen Wealth Professionals.  Lisa and her team at Evergreen have been helping clients and their families make the most of their financial choices for over thirty years.  With head office in Gungahlin, Canberra, Lisa and her team also assist clients from their Wagga Wagga and Goulburn offices, along with extended tours around Australia, and even the world, to visit clients wherever they may live.

 

Materials List

 

Please bring a pen or other writing material, notebooks will be supplied.

 

About The Teacher 

 

Ms Weissel is a Senior Financial Planner with over fourteen years' experience in the financial planning profession. Her expertise is directed to providing strategic lifestyle financial planning solutions focusing on budgeting, debt and risk management, in conjunction with wealth creation.

 

Lisa is also an Accredited Age Care Professional™ and offers a range of advice services to families, couples and individuals considering making the move to Residential Aged Care, or just looking for assistance to stay in their own home as they get older. This is an ever changing area of advice and can be confusing as to what the options really are. Lisa is able to assist in understanding just how the legislation and fees apply to each individual circumstance and guide those clients in making the best choice for themselves.

 

She is an active member of the extended community, providing regular workshops on the fundamentals of financial planning and investing. She is also very active in the Financial Planning community, sitting on several committees through the Financial Planning Association and is passionate about the development of the Financial Planning Profession.

 

Authorised Representative of Magnitude Financial Pty Ltd ABN 54 086 266 202, AFSL 221557

 

Teacher Contact Information 

 

To find out more about this course email Lisa at lisa.weissel@miqprivate.com.au and website www.miqprivate.com.au

 

Other

 

"Lisa Weissel is a Certified Financial Planner™ and Partner of MiQ Private Wealth (previously Evergreen Wealth Professionals).  Lisa and the team at MiQ have been helping clients and their families make the most of their financial choices for over thirty years.  With offices in Gungahlin (ACT), Brisbane (QLD), Gold Coast (QLD), Buderim (QLD), and Geraldton (WA), Lisa and her local team also assist clients from their Wagga Wagga and Goulburn offices, along with extended tours around Australia, and even the world, to visit clients wherever they may live."

 

Financial Fundamentals for Aged Care

  • Class Code: 162
  • Availability: 4
  • $50.00


Important Enrolment Information

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If the quorum minimum number of students are not met, the course will be cancelled, and your payment refunded to your card.

If you have any queries respectively, please refer to our sundry terms and conditions under the "Enrolment Information" drop-down menu, or see our frequently asked questions page to see if your query is answered there.

Alternatively, you can contact our friendly staff via the contact details provided on our contact page.