Bring in the Experts – Helping your clients navigate retirement village life

By 2035 the 75+ age group is expected to double, and the Retirement Village sector is rapidly expanding in an effort to meet that future demand.

Designed for financial advisers, this webinar will equip you to help your clients who are preparing for village life. It covers the village model, what it does and does not offer, key differences in village operators, and what residents wish their advisers told them.

Our speakers combine both legal, village sector and resident-led experiences to help you better serve your clients.

Nigel Matthews – Founder of New Zealand’s largest review site for Retirement Villages and Aged Care and past National Manager for the Retirement Village Residents Association, Nigel has 10 years of in-depth knowledge on the sector and what residents think. He has spoken and listened to literally thousands of prospective and existing village residents and brings a wealth of resident experience to help others better understand the needs and perspectives of residents.

Peter Carr – As President of the Retirement Village Residents Association, Peter has spoken to thousands of residents throughout the country and is regularly invited to present at conferences and seminars. As a past Director of Field Days, local JP and resident in a retirement village – he is well practised at speaking and sharing first hand experience of what residents should be told about before moving into a village.

How do I join the webinar series? Zoom Link– simply click on the link to register for the series

Can I ask questions during the webinar? Members will be provided the opportunity to ask questions via the written ‘chat’ function or the Q & A tab.

What is the cost? Free for Financial Advice Members and $50+gst for non-members.

CPD will automatically be applied to member’s accounts within 10 working days after the webinar. If you are not a member and would like a Certificate of Attendance, please indicate on the webinar registration page.