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

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.