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

FPA Albury/Wodonga Chapter Event


Thursday 11th July, 12:30pm – 2:00pm

“Alternative to Generating Defensive Income Streams from Bonds & Equities”

The FPA Albury/Wodonga Chapter Committee invites you to lunch and a presentation on Thursday 11th July at Bistro Selle.

In this presentation, Sam Morris, investment Specialist at Fidante Partners, will outline some of the key risk considerations for income-seeking investors, particularly those nearing or already in retirement. He will then go onto explore different investment approaches that can help restore the defensiveness of fixed income and lower the capital volatility risk of equities whilst increasing overall income generation from both asset classes.
Your committee looks forward to seeing you there!

Event Details
Date:   Thursday 11th July

Time: Registration from 12:15pm
          Presentation & Lunch from 12:30pm – 2pm
  
Venue: Bistro Selle
            1/467 Olive St, Albury, NSW, 2640
             Lunch will be provided

RSVP:  By, Wednesday 3rd July

Cost: Members $10  |  Non-Members $15
CPD hours will be awarded for this event

 

Chapter: VIC- Albury/Wodonga
Venue: Bistro Selle
Address: 1/467 Olive St, Albury NSW 2640
Cost:

Member = $10.00, Non-Member = $15.00

Contact: [email protected]