Rightsizing For Retirement
Details
Event Overview
Join us at Sherwin Rise Retirement Village on 17 October for a FREE Rightsizing Seminar in celebration of the 2024 Senior’s Festival.
Discover valuable insights into the local property market, retirement financial strategies, and estate structuring.
Enjoy a complimentary lunch and a guided tour of our stunning display villas. We look forward to welcoming you!
Full day agenda
11am - 12pm
Ben Pellicori –Real Estate Agent
Ben Pellicori of First National and A Real has years of experience in residential property and will discuss everything around putting your house on the market if you are looking to downsize.
12:30pm - 1:30pm
Shaun Ganguly – Financial Adviser
As a Certified Financial Planner and FAAA Accredited Aged Care Professional, Shaun adopts a comprehensive approach to guide clients and families through the transition into aged care or retirement villages. This includes navigating Centrelink benefits, managing cash flow and estate planning.
2pm - 3pm
John Toohey – Wills and Estates
With over four decades of experience, John and the team at KHQ Lawyers specialize in guiding individuals, families, and organizations through the intricacies of wills, powers of attorney, and estate administration. Explore tailored solutions and gain invaluable insights to secure your legacy and protect your loved ones.
Please RSVP here to reserve your spot.