CCNB Financial Wellness – Information Session (Narrabeen)
Event > Sydney & Surrounds
A conversation with specialist speakers to provide Information, Advice and Guidance to seniors seeking to make wise financial decisions, maximise eligibility for Aged Care entitlements and also ensure their estate planning goals are fulfilled.
CCNB’s Community Conversation Series is where local people get together and talk about the issues that matter to them. CCNB is not affiliated with any financial institution, product or adviser. We are impartial providers of information and guidance, seeking to coordinate with specialists in health and financial advice.
You can expect to learn about:
Current Government entitlements for Aged Care
How to calculate fees for Home Care and Residential Aged Care
Major considerations, such as whether to sell or rent your home
Case studies covering tips to consider, and traps to avoid
The four key components for prudent estate planning: Your Will, Power of Attorney, Appointment of Enduring Guardian, Superannuation Death Benefit Nomination
Bruce Christie – CCNB Financial Care Coordinator
Jenny Simmonds – Aged Care / Financial Planning
Simon Dunn – Estate Planning/Legal
- Fri 28 February 2020: 11.00am - 2.00pm
Venue: Lakeview Hall, Tramshed Arts & Community Centre, 1395A Pittwater Road , Narrabeen 2101
For further details contact: