About this Event
In retirement, planning for the future becomes more than a thoughtful exercise — it is a vital step in ensuring that you understand your choices, have prepared accordingly, and that your plans align with the changes ahead.
Whether you are considering remaining in your current home, downsizing into a retirement community, exploring intergenerational living, or weighing the benefits of in-home care versus residential care, the options can be complex and, at times, overwhelming.
This seminar is designed to highlight the options available locally and to provide practical insights into:
- The pros and cons of remaining in your current home versus downsizing
- In-home, residential, and emerging hybrid care models
- Legal considerations, including Wills, Powers of Attorney, and Advance Care Directives
- Understanding costs and funding strategies for care
Whether you are planning for yourself or supporting a loved one, this session has been developed to equip you with essential knowledge and to help you build meaningful community connections that support informed decisions about care, finances, and legal protections.
Broaden your local network
Representatives from various local industries, including retirement living, care providers, senior peak bodies, end-of-life services, and social support, will be present at the meeting. We offer a relaxed setting where you can meet these individuals face to face and keep them as part of your network if or when needed.
We encourage attendees to bring any questions they may have regarding estate planning or retirement relocation.
For further details or to RSVP, please contact KJB Law or Phillips Wealth Partners.
WHO SHOULD ATTEND
People who are: preparing for retirement, in retirement and are concerned about their care options for themselves or loved ones.
NEED TO KNOW MORE ABOUT THE SEMINAR?
Call Chloe McPherson 02 6281 0999 or Email: [email protected]
THE SPEAKERS
Jo Twible. Principal, KJB Law
Commencing with KJB Law in 1997, Jo Twible has extensive experience in Retirement Village and Aged Care entry and exit, Residential Conveyancing and Commercial Property Law. Jo participated in the Review Advisory Group to the ACT Government with respect to Retirement Village legislation and has provided Continuing Legal Education regarding the intricacies of this more complex area of conveyancing.
KJB Law is an independent Canberra Law Firm, which has operated continuously in Woden since 1978 and was voted the Best professional services and Business of the year award 2021. KJB Law and its staff are recognized in the Doyles Guide for the quality of the services it provides.
Craig Phillips. Principal and Accredited Aged Care Professional™, Phillips Wealth Partners
His dedication to the sector was recently recognised as the Aged Care Specialist Award 2023 and Program of the Year finalist 2023. Craig Phillips and his team are dedicated to helping their clients achieve their life or business goals, with clarity, insight and certainty in a true partnership.
Craig has three decades of experience in the financial services industry, completed all the educational and ethical benchmarks set by the government and is actively involved in the local FPA and SMSF association chapters in the ACT. Craig specialises in preparing financial strategies for retirement living, downsizing, granny flat rights and permanent residential aged care.
He is also the ACT Ambassador for the future2 Foundation, a keen cyclist and age group triathlete.
Linda Evans. Senior Associate, KJB Law
Linda holds a Bachelor of Arts, for which she majored in English literature, and a Bachelor of Laws (Honours) from the University of Wollongong.
After graduating and working in private practice for a short time, she worked part time as a tutor and lecturer in law at the University of Wollongong before taking some time off paid work to care for her four children.
From 2012 to 2022, Linda developed her expertise in wills and estates, helping families achieve peace of mind by working with them and their financial advisors to plan appropriately for the future.
Rather than spending her long-service leave holidaying on a tropical Island (like normal people), she chose to return to university in 2023 to complete a Master of Teaching degree before arranging a tree-change with her husband and youngest daughter to join the KJB team in 2025.
Her experience as an educator and lawyer means Linda has a unique skill set, enabling her to explain and provide effective solutions to complex situations.
David Endersby. Senior Associate, KJB Law
David has a Bachelor of Law from Edith Cowan University and a Graduate Diploma in Legal Practice from the Australian National University. He also holds a Graduate Diploma in Management from the Australian Graduate School of Management.
Starting his career in the Royal Australian Navy at 16, David travelled extensively in several roles, culminating with the position of Naval aircrewman in rotary wing aircraft. On completion of his engagement, David held a variety of business management, service delivery, and sales positions across manufacturing, hospitality, finance, and membership organisations.
Operating a human resources consultancy while undertaking his studies allowed him to serve the local community as a Justice of the Peace in the West Australian Magistrates Court.
On admission to the Supreme Court of Western Australia, David practised family law along with estate planning and litigation. On moving to Canberra in 2020, he practised across a range of areas, including assisting Legal Aid clients, before moving to Yass to work across all areas in a country practice.
This combination of legal and commercial experience brings a broad perspective to the advice and assistance David provides to clients.
He returned to Canberra and worked in a professional services firm, before joining KJB Law in July 2024.
Luisa Capezio. Aged Care Specialist, Phillips Wealth Partners
Luisa is the co-director at Phillips Wealth Partners and Accredited Aged Care Professional™ and Financial Planning Associate. She has extensive experience in the healthcare sector across multiple therapeutic areas. Her role at Phillips Wealth Partners is to ensure individuals and families find the best solution for loved ones who need support to either stay at home or are ready to take the next step into a retirement village, downsizing or residential aged care arrangement. Luisa also chairs a local board focusing on different models of care for people living with dementia.
Event Venue & Nearby Stays
Hellenic Club of Canberra, 1 Matilda Street, Phillip, Australia
AUD 0.00
