Workshop 7: Legal and financial advice for Elderhood

Thu Mar 27, 14:00 - Thu Mar 27, 15:30

Nazareth House Cape Town

ABOUT

Ageing optimally:


We are thrilled to announce our second workshop series, "Ageing Optimally: Embracing the Journey Ahead." This series aims to empower individuals of all ages with the knowledge and tools to age well in South Africa. We believe that ageing should be a fulfilling and enriching journey for everyone, and we are here to provide you with the insights to make that possible. We encourage professionals working in elder care, care workers, older individuals, adult children with ageing parents, and mature adults entering elderhood to participate.


Workshop Seven

Legal and financial advice for Elderhood

Date: 27 March 2025

Presenter: Nazareth to arrange speaker

Workshop Seven will be an essential discussion on legal and financial matters, including estate planning, wills, advanced directives, and retirement planning.


  • Economic Security for Seniors: Understanding the financial aspects of ageing and planning for future needs.
  • Estate Planning Essentials: The importance of wills, trusts, and how to manage your assets to ensure your wishes are honoured.
  • Advanced Directives and Health Care Proxies: Understanding and setting up legal documents that dictate your healthcare preferences in situations where you may not be able to express them.
  • Retirement Planning: Strategies for financial stability in retirement, including savings, investments, and pension management.
  • Risk Management: Insurance options like long-term care insurance and life insurance that can provide additional security.
  • Financial Scams Targeting Seniors: Educating about common scams and how to protect oneself from financial abuse.