Join us for the next Advisor Connect Meeting by registering below.

This is an opportunity for advisors and other professionals across multiple disciplines to learn from each other, understand each other’s expertise and build a network that is required as trusted advisors to the unique Family Business sector.

Topic: From Care to Farewell

Presenters:

Danielle Robertson
DR Care Solutions
Learn more about Danielle here: DR Care Solutions | Providing tailored aged care and disability care solutions whether you are a care recipient, carer or guardian, Australia wide.
Connect with Danielle on LinkedIn: Danielle Robertson | LinkedIn

Asha Dooley
Grace Funerals
Discover more about Asha here: Grace Funerals
Connect with Asha on LinkedIn: Asha Dooley | LinkedIn

About the Topic:

Join us for a comprehensive overview of aged care planning, including estate, financial, and holistic care strategies. We'll discuss managing difficult conversations, involving the next generation, and exploring care options such as the NDIS. Asha will delve into case studies and funeral planning, covering pre-arranged options, bonds, immediate needs, and various funeral choices. By the end of the session, you'll understand the importance of proactive planning for your clients, gain insight into care and farewell options, and learn how to strengthen your Advisor/Client bond through a deep understanding of the practical realities we all face.

We look forward to seeing you there.

This is a hybrid event and you may attend in person or online. If you are unable to attend in person and would like to join the meeting via video, please contact Lisa Jay, FBA State Representative NSW/ACT for the link.

Thank you to our Event Host:

Click here to view the terms and conditions.

Please contact the office on 1800 249 357 if you need assistance registering for this event.

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