The Financial Planning Association of Australia The Financial Planning Association of Australia

South East Melbourne Chapter Member Breakfast


Friday 14 October, 7:30am – 9:00am 

The FPA South East Melbourne Chapter would like to invite you to a breakfast seminar on Friday 14 October 2016.

During the session, Challenger will present on the following:

 – recent and imminent legislative change

 – share case studies that use new strategies to maximise Centrelink entitlements and portfolio outcomes for both income and asset-tested retiree clients; with a particular focus on the 1 January Asset Test Taper change

 – demonstrate ways you can structure a retirement portfolio using a number of complementary retirement income streams, to increase your clients’ chances of receiving a regular, dependable income that lasts the rest of their lives

Seats are filling fast!

Cost: Members: $25 and Non-Members: $30
RSVP: By, Friday 7 October 

 

Chapter: VIC-South East Melbourne
Venue: Mornington Golf Club
Address: Tallis Dr, Mornington VIC 3931
Cost:

South East Melbourne Chapter Member Breakfast: Member = $25.00, Non-Member = $30.00

Contact: [email protected]