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You’re Invited to The Upper North Shore Downsizing Symposium

By Therese Bolin

Arrival 1-1.30pm – Registration & Light refreshments

Key note speakers –

Associate Professor Joanne Earl (Jo)  “Downsizing from a Psychological Point of View”
Downsizing (or rightsizing as it’s called now) is a difficult decision often thought of
as an economic or financial decision but, as they say, “home is where the heart
is”. Jo will talk about her research into downsizing from a psychological point of
view. Jo’s presentation will cover:
 Where did people move?
 Key reasons people downsize
 Managing the transition
 Sources of regret and how to avoid them

Nick Lloyd – Principal of ITL Financial Planning
“Financial Considerations & The New Rules & Incentives for Downsizers’’
Hear from a financial advisor on the incentives to downsize the government has
introduced from 1st July this year and how they impact you.

Jo Carmichael – Professional organizer & owner of All Sorted Out
“Decluttering and the Furniture Dilemma”
Working closely with Coco Republic, Jo will take you through the simple steps of
sorting through your special treasures to help make your move a positive one.

David Gordon – Fox & Staniland
Director & Head of Property, Commercial & Estates
“Testamentary Trust Wills”
Conclusion

Opportunity to speak with representatives from local area Downsizing Options
including The Landings, Apartments & Villas, Greenwood Aged Care, Eden Ridge

All family and friends are welcome

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