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EVOLVE LIVE FREE WEBINARS

Hosted by one of our highly experienced Elixir Consultants, we will be delivering a deep dive into a practice management topic that’s timely and relevant, and wherever required, we’ll invite subject matter experts to be special guests.

These free webinars are packed with invaluable insights to prepare your business for long-term sustainability and even better, you can watch them live from the comfort of your own home or office.

The Evolve Live series is also recorded and available to watch any time on our Evolve Alliance membership portal. If you aren’t yet an Evolve Alliance member – you’re missing out on key tools and resources at the click of a button

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Free FORTNIGHTLY webinars

Packed with gold to help your advice business thrive.

Frailty planning – are YOU ready?

Presented by Sue Viskovic, Assyat David and Brant Dillon 
12pm AWST / 2pm AEST
Thursday 26th May

The last few years have created disruption, but with disruption comes opportunity. One of the biggest opportunities in 2022 will come from the convergence of two very significant socio-economic changes in Australia…. the ageing population and the largest transfer of wealth in history. It’s clear that expert aged care and estate planning advice has never been more crucial, and demand can no longer be ignored.

Financial planning clients are increasingly seeking advice as Baby Boomers start to move into their frailty years.

The Best Interest Duty and Standard 6 of the FASEA Code of Ethics requires that “you act in a client’s best interests if what you do—the advice you give, the products and services you recommend—are appropriate to meet the client’s objectives, financial situation and needs, taking into account the client’s broader, long-term interests and likely future circumstances.”

This explicitly requires advisers take into account any near future need for aged care and estate planning of a client. Thank goodness we have two brilliant Provider Members in Aged Care Steps and the Legal Hub who have outstanding solutions for advice firms to deliver on these obligations very effectively. You don’t have to reinvent the wheel here!

Join Sue Viskovic, Assyat David and Brant Dillon on this free webinar to explore this important subject:

  • Why consider aged care and estate planning – the business considerations
  • Rethinking retirement planning to consider the frailty years
  • How to start the aged care and estate planning conversation with clients and create business opportunities
  • Assess the different advice models to incorporate a practical framework to aged care and estate planning services

Our Evolve Live webinars are usually only available live to non-members of the Evolve Alliance, but as this is such a critically important session, we’ll make the recording available to all registrants of this session.

Don’t miss out and register your spot now!

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Evolve Alliance is your digital business improvement portal, providing you with unlimited access to practical tools, templates, video how-to’s and proven strategies to help you evolve your financial advice business.