Educational Seminar 2025 Coffs Harbour
Are you navigating the complexities of retirement living and planning for your future?
Understanding your options is the first step to making informed, confident decisions about your next chapter
Reserve a spot
Join us for an educational seminar, “Understanding Your Options: Legal and Financial Insights for Moving in Retirement,” designed to equip you with essential knowledge about downsizing, estate planning, and retirement living.
Event Details:
📅 Date: Wednesday, 26 March 2024
🕙 Time: 10:00 AM - 12:30 PM
🍵 Catering: Snacks, tea, and coffee provided
📍 Location: The Link Events - 631 Hogbin Drive Toormina, NSW 2452
Why Attend?
This seminar is ideal for individuals and families preparing for retirement, exploring downsizing options, or planning for aged care. Our expert speakers will cover:
- Transitioning to Community Living: Learn the legal and financial aspects of moving from your family home to a smaller dwelling, such as an apartment or unit.
- Retirement Village Insights: Understand the intricacies of contracts, costs, and lifestyle benefits in retirement villages.
- Intergenerational Living Solutions: Discover how granny flat arrangements and co-ownership can work for you while avoiding common pitfalls.
- Tailored Estate Planning: Learn why a well-structured estate plan is essential to protect your wishes and support your loved ones.
Meet the Experts
Gillian Hunter
Director and Estate Lawyer, Farrar Gesini Dunn
With decades of experience and a deep commitment to elder law, Gillian brings empathy and expertise to estate planning, dispute resolution, and protecting vulnerable community members.
Anastasios (Taso) Nicolaidis
Estate Lawyer, Farrar Gesini Dunn
Taso’s calm and strategic approach has made him a trusted advisor for wills, estate planning, and litigation, ensuring peace of mind for his clients.
Craig Phillips
Senior Financial Advisor, Phillips Wealth Partners
Craig, a nationally recognized Aged Care Specialist, brings 30 years of experience in crafting financial strategies for downsizing, retirement living, and aged care.
Luisa Capezio
Aged Care Advisor, Phillips Wealth Partners
With extensive healthcare experience, Luisa specializes in guiding families through aged care decisions, ensuring the best outcomes for loved ones.
What you will learn
- Insights into current housing trends and retirement options in Coffs Harbour.
- Practical advice on navigating legal and financial challenges.
- Confidence to make informed decisions about your future.
- Opportunities to ask questions and connect with industry experts.
Reserve Your Spot
Spaces are limited, so don’t miss out on this invaluable opportunity.
📞 Call Phillips Wealth Partners: 1300 10 22 33
📧 Email: ana@phillipswp.com.au
Invest in your peace of mind and take the first step toward a secure and fulfilling retirement. We look forward to welcoming you!
Registration is free.