Building an aged care value proposition

Members of the Financial Planning Association (FPA) attended Advanced Technical CPD Workshops around the country in November and December last year.

In the first of a three part series, Professional Planner Online filmed the session Building your Aged Care Value Proposition – facilitated by Louise Biti, director of Strategy Steps.

Each workshop ran for two hours but the video below has been edited down to 30 minutes.

For more information on Louise Biti’s seminars on advice in aged care, click here.

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How a small green ‘tick’ is driving retirement solution improvements

How a small green ‘tick’ is driving retirement solution improvements

Only eight of 45 super funds received a “tick” designation from the Epic Retirement Institute in its latest assessment of retirement offerings, but the research firm that carries them out says the standard of funds’ retirement offerings is nevertheless improving overall.

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