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

FPA Western Division Estate Planning Masterclass


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

The FPA Western Division Committee invites you to an-all day masterclass on Friday 13 September. 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. Morning tea, lunch and afternoon tea will be provided.

EVENT DETAILS

Date Friday 13 September
Time 9:00 am – 4:00 pm (Registration from 8:30 am)
Location   Orange Ex-Services Club
                  Greenhouse Function Room
                  231-243 Anson St, Orange, 2800

Cost: Early Bird Special: $660 Member & Non-Members.  Ends Sunday 25 August
Standard Registration: $770 Member  |  $880 Non-Member
RSVP By Friday 6 September

 


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 = $770.00, Non-Member = $880.00

Contact: [email protected]