Join us for the next Advisor Connect Meeting by registering below.
This is an opportunity for advisors and other professionals across multiple disciplines to learn from each other, understand each other’s expertise and build a network that is required as trusted advisors to the unique Family Business sector.
Your local Advisor Facilitator will be your main point of contact.
Note: This event is for Advisors only.
This month's topic:
Planning ahead for a Life Event – a conversation on loss of capacity and aged care.
Danielle will present on the following key points:
- Having the difficult discussions with your clients (and their families) about planning ahead should a life event intervene.
- Bringing in experts to provide a ‘value added service’ to your clients and their families.
- Ensuring that your client’s estate planning and life plan have been discussed and developed regardless of whether a life event has taken place.
About our speaker: Danielle Robertson, Director, DR Care Solutions
Danielle Robertson was CEO of DIAL-AN-ANGEL®. After 29 years in the family business, Danielle exited the business after acquisition in September 2014. Danielle offers 39 years extensive experience to the care industry assisting families to find the right care, support, and accommodation for their ageing or disabled loved ones. Danielle is regarded as a Subject Matter Expert for various large and small corporations and family businesses.
We look forward to seeing you there.
This is a hybrid event and you may attend in person or online. If attending online, you will receive instructions upon registering.
Thank you to our Event Host
Please contact Michaela Edwards at medwards@familybusiness.org.au or 0488 827 398 if you have any questions or need assistance registering for this event.
Click here to view the terms and conditions.
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