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

Mid North Coast Chapter Seminar


Tuesday 12 September, 2:30pm to 5:00pm

The FPA Mid North Coast Chapter invites you to a Seminar on Aged Care Strategies on Tuesday 12 September, at the Westport Club.

The event will focus on Aged Care Strategies, including home care options and utilising investment bonds and estate planning.

Danielle Robertson, Director of Danielle Robertson Consulting, will be discussing the importance of having the right conversations with clients and families on more than just retirement savings, the types of Aged Care options available and the ‘5 Easy Steps 4 Care’ when finding care for someone.

Allison Macfarlane, Distribution Manager at Centuria Life, will cover strategies on how to utilise investment bonds in the areas of supplementing super, aged care, estate planning and saving for children and grandchildren. The strategies will compare investment bonds to other structures and case studies will be discussed.

The committee looks forward to seeing you there! 

Event Details
Date: Tuesday 12 September 2017
Registration: 2:15pm
Event Time: 2:30pm to 5:00pm  (Afternoon Tea will be provided)
Venue: Westport Club, 25 Buller St Port Macquarie NSW 2444

RSVP: By Tuesday 5 September 2017
Cost: Complimentary for FPA Members and Students
          $25 Non-Members
CPD Hours: CPD Points will be awarded for this event

FPA Mid North Coast Chapter Committee


Chapter: NSW-Mid North Coast
Venue: Westport Club
Address: 25 Buller St, Port Macquarie NSW 2444
Cost:

Member = $0.00, Non-Member = $25.00

Contact: [email protected]