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

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!

Event Details
Date: Monday 16 October 2017
Registration: 12:15pm
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

Chapter: VIC-Geelong
Venue: Lord of The Isles
Address: 3 W Fyans St, Newtown VIC 3220

Member = $15.00, Non-Member = $25.00

Contact: [email protected]