Residential Care Subsidies

Advising older clients and their families on Residential Care Subsidies and related financial and asset planning issues can be challenging and it’s important to keep up to date. This webinar will explain common problem areas, recent trends in assessment decision-making and where clients are most likely to encounter difficulty. It will provide practical guidance to help you identify risks early, manage client expectations, and give more confident, accurate advice in this complex and emotionally charged area.

Topics covered will include:

how eligibility and financial means assessments work
treatment of the family home, trusts, gifting, and partner situations.

Learning objectives

By attending this webinar you will:

Increase your knowledge of how residential care subsidies work and some of the tricky aspects.
Be more confident and accurate in advising your clients.