Following the overwhelming success of our March seminar, we’re excited to announce another event!
New Aged Care Reforms and Estate Planning: With a high chance of needing care and most of will disputes succeeding, now is the time to plan.
Join us for “Plan Your Care, Protect Your Legacy: Aged Care Reforms, Retirement and Estate Planning”, an educational seminar designed to help you start that conversation – with expert guidance on aged care reforms, retirement living, and estate planning to support your journey through later life with clarity and confidence.
Event Details
Date: Wednesday, 11 June 2025
Time: 10:00 AM – 12:30 PM
Catering: Snacks, tea, and coffee provided
Location: The Shoreline Luxury Retirement Living Coffs Harbour – 41 York Street Coffs Harbour, NSW 2450
WHAT WE WILL COVER:
Understanding the New Aged Care Reforms (effective 1 July 2025):
The sector has always been complex, but on 1 July 2025, the new Aged Care Act will take effect, bringing critical funding and regulatory reform to support a high-quality and sustainable aged care sector. In this session, we explore:
- The key changes in aged care legislation and what they mean for you or your loved ones
- Updated funding models across home care, and residential care
Estate Planning
Estate planning is more than just writing a will—it’s about making informed decisions to protect your wishes, support your loved ones, and reduce the risk of disputes later on.
This session will cover:
- Wills and Powers of Attorney, enduring appointments of guardian – with a focus on challenging wills.
Retirement Living:
Key insights from the RVRA’s Have Your Say survey of 4,000+ retirement village residents across Australia.
Hosted by Farrar Gesini Dunn and Phillips Wealth Partners, this session will provide practical advice and strategies to help you stay financially and legally prepared as you age.
Meet the Experts:
Gillian Hunter
Partner 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.
Roger Pallant
Retirement Village Residents Association (RVRA) Vice President
Roger served for 22 years as an Avionics Engineer in the Royal Australian Air Force before transitioning to civilian life, where he worked as a National HR Manager and later spent 15 years as a consultant in the disability sector.
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.