Geelong Chapter Lunch Event
Monday 16 October, 12:30pm to 2:00pm
The FPA Geelong Chapter Committee invites you to join us for a lunch event on Monday 16 October, at the Lord of The Isles.
At this event, you will hear from Sue Herrald from IOOF who will present ‘When Super is not an option’.
Today, financial advisers are increasingly turning to investment bonds for their clients’ wealth accumulation needs. Their increased popularity is due to the fact that their unique tax structure provides investors with the tax effectiveness they need together with the flexibility and accessibility they want.
Sue will the wide range of uses for an investment bond including tax management, estate planning and wealth accumulation savings
The Committee looks forward to seeing you there!
Date: Monday 16 October 2017
Event Time: 12:30pm – 2:00pm
Venue: Lord of The Isles, 3 West Fyans St Newtown VIC 3220
RSVP: By Monday 9 October 2017
Cost: Members $15 I Non-Members $25 (Lunch to be provided)
CPD: CPD Points will be awarded for this event
FPA Geelong Chapter Committee
|Venue:||Lord of The Isles|
|Address:||3 W Fyans St, Newtown VIC 3220|
Member = $15.00, Non-Member = $25.00