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CCNB Financial Wellness – Information Session (Narrabeen)

February 28 @ 11:00 am - 2:00 pm

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 to 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
    • Your Will
    • Power of Attorney
    • Appointment of Enduring Guardian
    • Superannuation Death Benefit Nomination

Expert speakers:
Bruce Christie – CCNB Financial Care Coordinator
Jenny Simmonds – Aged Care / Financial Planning
Simon Dunn – Estate Planning/Legal

Please book your ticket via this link: https://www.eventbrite.com.au/e/ccnb-financial-wellness-information-session-tickets-84560892907

For any queries please contact Jodie our CCNB Events Coordinator via email events@ccnb.com.au

Details

Date:
February 28
Time:
11:00 am - 2:00 pm

Venue

Lakeview Hall, Tramshed Arts & Community Centre
1395A Pittwater Rd
Narrabeen, NSW 2101 Australia
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