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

Far North Coast Chapter Member Seminar

Friday 7 April, 8:30am to 11:00am

Keith Peel, founder of Positive Wealth and Ben Marshan, Head of Policy and Government Relations at the FPA, will be presenting to the Far North Coast NSW Chapter on Friday 7 April at Southern Cross University

‘The Meaning of Money – How to help clients realise the well-lived life through their financial plan’
During this event Keith’s presentation will cover:
The link between wealth and wellbeing – how the science of money and happiness can create a broader understanding of financial wellbeing
Understanding how values, beliefs and emotions drive a client’s behaviours and their mindset around money and wealth
Designing goal setting conversations and coaching skills to help clients connect to longer term goals and aspirations
How people create positive change in their lives and what science can teach us about the role of financial advice in achieving a better life

FPA Update
Ben’s presentation will focus on what is happening at the FPA, with Government and Regulators and other stake holders around the profession, and what we can expect in the coming year. It will also be an opportunity for you to ask questions to the FPA.

Cost: FPA Member: $15; Non-Member: $30
RSVP: By Friday 31 March

Chapter: NSW-Far North Coast
Venue: Southern Cross University
Address: Military Rd, East Lismore NSW 2480

Far North Coast Member Seminar Single Booking: Member = $15.00, Non-Member = $30.00

Contact: [email protected]