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

FPA Geelong Chapter Masterclass Event

Thursday 18 February, 12:15pm – 2:15pm 

The FPA Geelong Chapter invites you to join them for a special lunch event and informative session at the FPA Geelong Chapter Masterclass Event on Thursday 18 February at Novotel Geelong

The new year could not come soon enough after the instability and uncertainty we all faced in 2020. The uncertainty of the COVID-19 pandemic has further highlighted the need for clients to be confidently prepared for all their various life stages which is critical for an individual’s financial health. 

Hear from Grant Hackett, Generation Life who will showcase real life examples of how investment bonds have been used across many life stages to create certainty for clients in a highly tax effective environment. He will also discuss investment bonds and explore Generation Life’s latest Tax Aware Series. Allan Evans, Magellan will discuss Magellan’s current economic outlook, global political tensions, America after Trump and the ongoing concern of COVID-19. 

CPD hours will be awarded for this event. 

This event is complimentary for FPA members. Seats are limited and making this event COVID safe is our number one priority. 

We look forward to seeing you there!

FPA Geelong Chapter 

Date: Thursday 18 February 
Registration: From 12:15pm 
Time: 12:30pm – 2:15pm 
Location: 10-14 Eastern Beach Road, Geelong VIC 3220 
RSVP: Thursday 11 February 
Cost: Complimentary for members, $10 for non members 

Chapter: VIC-Geelong
Venue: Peninsula Room
Address: 10/14 Eastern Beach Rd, Geelong VIC 3220

Member = $0.00, Non-Member = $10.00

Contact: [email protected]