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

FPA Western Division Estate Planning Masterclass


Friday 13th September, 9:00am – 4:00pm

The FPA Western Division Committee invites you to an-all day masterclass on Friday 13 September at Orange Ex-Services Club. The masterclass will be presented by Cristean Yazbeck, Managing Director at Hamilton Blackstone Lawyers and Nicola Fagerstrom, Solicitor-Estates at Hamilton Blackstone Lawyers.

Cristean and Nicola will unpack key topics focusing on:
The importance of estate planning advice for financial planners
Introductory (and some not so familiar) estate planning concepts which every planner needs to know
Unlocking several misconceptions associated with the need for estate planning
Exploring several issues affecting the provision of estate planning advice by financial planners 

At the end of the masterclass, they will delve into your financial planning practice and will provide advice on how you may be able to integrate estate planning as part of your broader service proposition. The session will empower you to take a more active role in your clients’ estate planning.

We encourage all FPA members and non-members to attend and gain valuable technical estate planning knowledge.

CPD hours will be awarded for this event.

EVENT DETAILS

DATE Friday 13 September
REGISTRATION 8:30 am
TIME 9:00am – 4:00pm
Morning tea, lunch and afternoon tea will be provided
LOCATION Orange Ex-Services Club
Greenhouse Function Room
231-243 Anson St, Orange, 2800

COST Early Bird Special: $660 Member & Non-Members. 
Ends Friday 9 August

Standard Registration: $770 Member  |  $880 Non-Member
RSVP By Friday 6 September

TO DISCOVER BEAUTIFUL ORANGE, SEE BELOW
Click Here for Accommodation 
Click Here for recommended Restaurants
Click Here for Farmers Market

 

Thank you to our event sponsor Hamilton Blackstone Lawyers


Chapter: NSW-Western Region
Venue: Orange Ex-Services Club
Address: 231-243 Anson St, Orange NSW 2800
Cost:

Member = $660.00, Non-Member = $660.00

Contact: [email protected]

To attend this event, book now via our:

Member Centre