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

CPD webinar: Better retirement futures


Thursday 23 March | 1:00 – 2:00pm AEST | up to 1 CPD hour

Fidelity’s recent report “Building Better Retirement Futures”, written in collaboration with the FPA and CoreData, recognises that education and understanding in the area of retirement will improve the depth and quality of financial advice. In this analysis of the report, FPA’s Ben Marshan CFP® is joined by Jason Andriessen CFP® of CoreData and Richard Dinham, Fidelity, who discuss client research and their findings on how clients feel about retirement, their fears, expectations and worries about savings adequacy. Also under discussion are the frameworks used to provide investment advice and the characteristics of investments suitable for retirees.


Venue: Hosted on your learning portal, FPA Learn
Cost:

Free for FPA members

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