1Z13 Balancing Your Retirement and Helping Your Adult Kids

Tutor/Facilitator Kirsten Lynn

When
Date: on/from Mon 11 Oct 2021 to Mon 11 Oct 2021
Frequency: Single Event
Class time: 1:30-2:30

Delivered ZOOM

Other information

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.

 

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