Tutor/Facilitator Kirsten Lynn
Date: on/from Mon 11 Oct 2021 to Mon 11 Oct 2021
Frequency: Single Event
Class time: 1:30-2:30
Balancing your own retirement and helping your adult kids is a common concern that families raise with me. In this session I will discuss:
- Putting your own retirement first and planning for aged care for peace of mind, even if you want to remain in your home in your later years
- Thinking about the bigger picture of what is important to you and to your children, so that your well-intentioned assistance does not miss the mark
- Considering the four potential transition points for wealth
- Helping your children to buy property, buying property for your children or buying property with your children
- Funding financial advice, insurance or estate planning advice for your children for their benefit and your own
- Thinking beyond purely financial help
The purpose of the session is not to provide you with all the answers, but to arm you with some good questions as a starting point for you and for a conversation with your financial adviser, estate planning lawyer and accountant.
Kirsten Lynn is a financial adviser at Stanford Brown. She advises on creating, enjoying, protecting and passing on wealth. As an experienced Adviser and qualified lawyer, she can plot a course with you through important transitions in your family life. Whether you’re setting up wealth for your family’s long-term benefit or looking to find the right balance between funding a comfortable retirement and giving an early hand to your children, she will help you make it happen.. She has written a paper on the topic and will provide a copy to all participants.
Enrolments / Bookings
You are not logged in or registered.
You must be a financial member and logged in to enrol in a class.
If you are not a U3APP member and are booking for an event that is open to non-members, then please register below.
Members please login using the Membership Login in the sidebar to the right of the page. Login with your email address and password. If you haven't used the system before, your password is also set to your email address. If you've changed it but forgotten what you changed it to, send an email to email@example.com and we will reset your password for you.