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Package includes:

On Demand Module  l  Electronic Booklet  l  PowerPoint Presentation

Package Fee (incl GST)

  • $149 - NZLS members and Associate members
  • $179 - Non-members

Note: Access to the online files is via your "My CPD" page. If you would like to purchase multiple packages, please contact us here.

On Demand Module

Presentation time: 90 minutes
1.5
CPD HRS

This presentation will provide a framework for, and look at the fundamentals of, advising clients who are considering moving into a retirement village.

This refresher will look at topical issues and consider the common questions your clients should be asking before moving into a retirement village.

Topics covered will include:

  • An overview of the legislative framework in New Zealand
  • What you need to be aware of when advising your client about moving into a retirement village
  • How to identify key issues for your client when reviewing an Occupation Right Agreement (ORA) and disclosure statement
  • Your responsibilities when certifying an ORA.

Please contact us if you use a dial up internet connection.

Learning objectives

After completing this module you will be able to:

  • Understand the key terms to be aware of in village documents.
  • Have greater knowledge and understanding of some of the key issues for intending residents when entering a retirement village.
  • Confidently advise prospective residents.

Electronic Booklet 

Authors: Michelle Burke, Elizabeth Rowe
Published: 12 March 2020
Pages: 24

Introduction

There is no introduction for this publication.

PowerPoint Presentation

These are the slides included in the webinar presentation.

BURKE Michelle ROWE Elizabeth
Michelle Burke
Anthony Harper
Auckland		 Elizabeth Rowe
MinterEllisonRuddWatts
Auckland

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